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 | $66,016 | $105,998-37.7% | $92,233-28.4% | $147,584-55.3% |
| Participation rate | 57.9% | 80.4%-22.5pp | 76.5%-18.6pp | 82.8%-24.9pp |
| Annual return | 14.22% | 50.05%-35.8pp | 176.28%-162.1pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,064 | $4,333-75.4% | $3,679-71.1% | $4,876-78.2% |
| Participant deferral / active EE | $2,151 | $4,478-52.0% | $3,897-44.8% | $5,439-60.5% |
| Admin fee / account holder | $1,073 | $6,332-83.1% | $5,194-79.3% | $10,885-90.1% |