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 | $54,798 | $158,398-65.4% | $126,539-56.7% | $142,382-61.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 12.56% | 593.76%-581.2pp | 425.95%-413.4pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,200 | $4,650-74.2% | $3,674-67.3% | $4,299-72.1% |
| Participant deferral / active EE | $6,784 | $4,767+42.3% | $4,083+66.2% | $6,507+4.3% |
| Admin fee / account holder | $21,599 | $6,918+212.2% | $6,065+256.2% | $12,624+71.1% |