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 | $30,006 | $102,966-70.9% | $90,281-66.8% | $152,861-80.4% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 11.26% | 95.16%-83.9pp | 78.10%-66.8pp | 345.32%-334.1pp |
| Employer contribution / active EE | $1,488 | $3,139-52.6% | $2,854-47.9% | $4,762-68.7% |
| Participant deferral / active EE | $4,704 | $4,281+9.9% | $3,885+21.1% | $5,850-19.6% |
| Admin fee / account holder | $12,975 | $6,171+110.3% | $5,351+142.5% | $11,596+11.9% |