See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,362 | $117,381-59.7% | $99,443-52.4% | $152,861-69.0% |
| Participation rate | 69.2% | 77.5%-8.3pp | 73.8%-4.6pp | 82.4%-13.2pp |
| Annual return | 23.05% | 31.87%-8.8pp | 30.72%-7.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,044 | $3,013+34.2% | $2,540+59.2% | $4,762-15.1% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,375 | $7,631-68.9% | $6,250-62.0% | $11,596-79.5% |