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 | $52,128 | $49,173+6.0% | $121,098-57.0% | $75,163-30.6% |
| Participation rate | 44.7% | 55.4%-10.7pp | 69.5%-24.8pp | 67.2%-22.5pp |
| Annual return | 17.33% | 55.99%-38.7pp | 985.75%-968.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $326 | $1,546-78.9% | $4,164-92.2% | $2,670-87.8% |
| Participant deferral / active EE | $1,568 | $2,628-40.3% | $4,080-61.6% | $4,125-62.0% |
| Admin fee / account holder | $4,245 | $3,942+7.7% | $5,644-24.8% | $5,651-24.9% |