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 | $43,438 | $158,398-72.6% | $126,539-65.7% | $142,382-69.5% |
| Participation rate | 62.5% | 75.8%-13.3pp | 69.8%-7.3pp | 80.1%-17.6pp |
| Annual return | 23.36% | 593.76%-570.4pp | 425.95%-402.6pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,948 | $4,650-58.1% | $3,674-47.0% | $4,299-54.7% |
| Participant deferral / active EE | $1,948 | $4,767-59.1% | $4,083-52.3% | $6,507-70.1% |
| Admin fee / account holder | $7,665 | $6,918+10.8% | $6,065+26.4% | $12,624-39.3% |