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 | $51,965 | $102,317-49.2% | $146,958-64.6% | $80,856-35.7% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 13.13% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,610 | $3,713-2.8% | $4,933-26.8% | $2,755+31.0% |
| Participant deferral / active EE | $3,550 | $6,644-46.6% | $8,070-56.0% | $4,296-17.4% |
| Admin fee / account holder | $42,035 | $7,941+429.3% | $12,998+223.4% | $6,918+507.6% |