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 | $36,309 | $135,635-73.2% | $110,238-67.1% | $135,375-73.2% |
| Participation rate | 25.0% | 83.5%-58.5pp | 79.8%-54.8pp | 82.6%-57.6pp |
| Annual return | 21.72% | 513.19%-491.5pp | 314.74%-293.0pp | 519.73%-498.0pp |
| Employer contribution / active EE | $1,229 | $4,906-74.9% | $3,826-67.9% | $4,779-74.3% |
| Participant deferral / active EE | $2,459 | $5,506-55.3% | $4,672-47.4% | $5,609-56.2% |
| Admin fee / account holder | $14,192 | $11,457+23.9% | $8,547+66.0% | $10,827+31.1% |