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 | $62,826 | $88,087-28.7% | $164,866-61.9% | $74,546-15.7% |
| Participation rate | 38.8% | 73.1%-34.3pp | 78.6%-39.8pp | 67.2%-28.4pp |
| Annual return | 20.63% | 17.27%+3.4pp | 69.97%-49.3pp | 1366.03%-1345.4pp |
| Employer contribution / active EE | $1,315 | $2,595-49.3% | $4,343-69.7% | $2,624-49.9% |
| Participant deferral / active EE | $2,995 | $4,499-33.4% | $6,033-50.4% | $4,347-31.1% |
| Admin fee / account holder | $2,802 | $2,232+25.6% | $12,689-77.9% | $1,944+44.2% |