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 | $69,152 | $118,919-41.8% | $88,538-21.9% | $152,861-54.8% |
| Participation rate | 40.0% | 73.4%-33.4pp | 68.7%-28.7pp | 82.4%-42.4pp |
| Annual return | 19.13% | 47.92%-28.8pp | 43.64%-24.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $417 | $2,669-84.4% | $2,098-80.1% | $4,762-91.3% |
| Participant deferral / active EE | $5,208 | $3,549+46.8% | $2,914+78.7% | $5,850-11.0% |
| Admin fee / account holder | $31,279 | $5,876+432.3% | $4,310+625.7% | $11,596+169.7% |