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 | $66,946 | $85,202-21.4% | $172,739-61.2% | $72,985-8.3% |
| Participation rate | 40.3% | 70.1%-29.7pp | 82.6%-42.3pp | 69.5%-29.2pp |
| Annual return | 37.11% | 27.32%+9.8pp | 802.84%-765.7pp | 81.00%-43.9pp |
| Employer contribution / active EE | $1,917 | $3,324-42.3% | $5,143-62.7% | $2,440-21.4% |
| Participant deferral / active EE | $3,400 | $3,260+4.3% | $5,198-34.6% | $3,607-5.7% |
| Admin fee / account holder | $5,087 | $5,884-13.5% | $13,954-63.5% | $5,124-0.7% |