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 | $61,827 | $115,770-46.6% | $101,248-38.9% | $158,922-61.1% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 13.41% | 56.14%-42.7pp | 46.47%-33.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,576 | $4,175-62.2% | $3,660-56.9% | $4,761-66.9% |
| Participant deferral / active EE | $4,026 | $4,957-18.8% | $4,370-7.9% | $5,982-32.7% |
| Admin fee / account holder | $1,026 | $7,245-85.8% | $5,945-82.7% | $11,246-90.9% |