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 | $70,373 | $105,859-33.5% | $90,160-21.9% | $147,584-52.3% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 21.33% | 37.63%-16.3pp | 34.88%-13.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $2,324 | $4,126-43.7% | $3,318-29.9% | $4,876-52.3% |
| Participant deferral / active EE | $3,363 | $5,733-41.3% | $5,288-36.4% | $5,439-38.2% |
| Admin fee / account holder | $3,308 | $8,046-58.9% | $5,943-44.3% | $10,885-69.6% |