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 | $43,578 | $105,998-58.9% | $92,233-52.8% | $147,584-70.5% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.5%-22.6pp | 82.8%-29.0pp |
| Annual return | 14.56% | 50.05%-35.5pp | 176.28%-161.7pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,011 | $4,333-76.7% | $3,679-72.5% | $4,876-79.3% |
| Participant deferral / active EE | $2,556 | $4,478-42.9% | $3,897-34.4% | $5,439-53.0% |
| Admin fee / account holder | $14,202 | $6,332+124.3% | $5,194+173.5% | $10,885+30.5% |