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 | $66,035 | $232,540-71.6% | $185,117-64.3% | $147,584-55.3% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 17.83% | 43.03%-25.2pp | 40.50%-22.7pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,344 | $5,195-54.9% | $4,182-43.9% | $4,876-51.9% |
| Participant deferral / active EE | $2,678 | $5,834-54.1% | $5,045-46.9% | $5,439-50.8% |
| Admin fee / account holder | $11,701 | $10,275+13.9% | $8,159+43.4% | $10,885+7.5% |