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 | $49,418 | $144,119-65.7% | $117,854-58.1% | $147,584-66.5% |
| Participation rate | 59.1% | 83.4%-24.3pp | 79.7%-20.6pp | 82.8%-23.7pp |
| Annual return | 10.44% | 531.15%-520.7pp | 335.08%-324.6pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,845 | $4,896-62.3% | $3,786-51.3% | $4,876-62.2% |
| Participant deferral / active EE | $2,941 | $5,316-44.7% | $4,482-34.4% | $5,439-45.9% |
| Admin fee / account holder | $26,380 | $10,886+142.3% | $8,020+228.9% | $10,885+142.4% |