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 | $49,972 | $171,164-70.8% | $127,761-60.9% | $152,861-67.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.0%-19.0pp | 82.4%-22.4pp |
| Annual return | 13.05% | 23.54%-10.5pp | 26.14%-13.1pp | 345.32%-332.3pp |
| Employer contribution / active EE | $2,369 | $5,447-56.5% | $4,574-48.2% | $4,762-50.2% |
| Participant deferral / active EE | $3,570 | $7,038-49.3% | $6,021-40.7% | $5,850-39.0% |
| Admin fee / account holder | $39,311 | $14,530+170.5% | $9,395+318.4% | $11,596+239.0% |