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 | $55,228 | $124,319-55.6% | $111,297-50.4% | $167,490-67.0% |
| Participation rate | 56.5% | 79.6%-23.1pp | 77.3%-20.8pp | 82.1%-25.6pp |
| Annual return | 28.36% | 37.44%-9.1pp | 54.65%-26.3pp | 478.56%-450.2pp |
| Employer contribution / active EE | $1,834 | $3,435-46.6% | $2,731-32.9% | $4,837-62.1% |
| Participant deferral / active EE | $3,562 | $5,180-31.2% | $4,487-20.6% | $6,341-43.8% |
| Admin fee / account holder | $2,109 | $10,618-80.1% | $7,964-73.5% | $12,309-82.9% |