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 | $34,790 | $95,561-63.6% | $77,163-54.9% | $139,434-75.0% |
| Participation rate | 60.0% | 73.9%-13.9pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 20.61% | 54.92%-34.3pp | 37.87%-17.3pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,810 | $3,147-42.5% | $2,535-28.6% | $4,751-61.9% |
| Participant deferral / active EE | $2,239 | $4,624-51.6% | $3,833-41.6% | $6,710-66.6% |
| Admin fee / account holder | $38,354 | $8,295+362.4% | $5,472+600.9% | $11,403+236.4% |