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 | $42,776 | $105,859-59.6% | $90,160-52.6% | $147,584-71.0% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 13.94% | 37.63%-23.7pp | 34.88%-20.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,655 | $4,126-11.4% | $3,318+10.2% | $4,876-25.0% |
| Participant deferral / active EE | $5,088 | $5,733-11.2% | $5,288-3.8% | $5,439-6.4% |
| Admin fee / account holder | $8,556 | $8,046+6.3% | $5,943+44.0% | $10,885-21.4% |