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 | $33,103 | $108,642-69.5% | $74,701-55.7% | $152,861-78.3% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 35.58% | 114.06%-78.5pp | 752.92%-717.3pp | 345.32%-309.7pp |
| Employer contribution / active EE | $964 | $1,503-35.8% | $1,084-11.0% | $4,762-79.7% |
| Participant deferral / active EE | $4,095 | $2,712+51.0% | $1,964+108.5% | $5,850-30.0% |
| Admin fee / account holder | $565 | $4,902-88.5% | $3,333-83.0% | $11,596-95.1% |