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 | $55,288 | $165,912-66.7% | $122,332-54.8% | $147,584-62.5% |
| Participation rate | 34.8% | 79.6%-44.8pp | 71.6%-36.9pp | 82.8%-48.0pp |
| Annual return | 18.17% | 34.55%-16.4pp | 30.27%-12.1pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,118 | $5,754-80.6% | $4,050-72.4% | $4,876-77.1% |
| Participant deferral / active EE | $1,777 | $4,005-55.6% | $3,287-45.9% | $5,439-67.3% |
| Admin fee / account holder | $2,636 | $7,424-64.5% | $5,478-51.9% | $10,885-75.8% |