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 | $66,528 | $102,966-35.4% | $90,281-26.3% | $152,861-56.5% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.4%-26.9pp |
| Annual return | 18.51% | 95.16%-76.7pp | 78.10%-59.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,012 | $3,139-67.8% | $2,854-64.6% | $4,762-78.8% |
| Participant deferral / active EE | $1,012 | $4,281-76.4% | $3,885-74.0% | $5,850-82.7% |
| Admin fee / account holder | $1,870 | $6,171-69.7% | $5,351-65.1% | $11,596-83.9% |