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 | $67,690 | $118,680-43.0% | $98,907-31.6% | $158,922-57.4% |
| Participation rate | 57.9% | 77.8%-19.9pp | 76.0%-18.1pp | 82.0%-24.1pp |
| Annual return | 22.29% | 372.35%-350.1pp | 196.43%-174.1pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,205 | $3,333-63.8% | $2,689-55.2% | $4,761-74.7% |
| Participant deferral / active EE | $2,703 | $5,088-46.9% | $4,244-36.3% | $5,982-54.8% |
| Admin fee / account holder | $3,770 | $10,131-62.8% | $6,642-43.2% | $11,246-66.5% |