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 | $75,529 | $105,998-28.7% | $92,233-18.1% | $147,584-48.8% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 13.92% | 50.05%-36.1pp | 176.28%-162.4pp | 578.55%-564.6pp |
| Employer contribution / active EE | $773 | $4,333-82.2% | $3,679-79.0% | $4,876-84.1% |
| Participant deferral / active EE | $1,928 | $4,478-56.9% | $3,897-50.5% | $5,439-64.5% |
| Admin fee / account holder | $37,975 | $6,332+499.7% | $5,194+631.2% | $10,885+248.9% |