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 | $43,771 | $105,998-58.7% | $92,233-52.5% | $147,584-70.3% |
| Participation rate | 18.2% | 80.4%-62.2pp | 76.5%-58.3pp | 82.8%-64.6pp |
| Annual return | 15.00% | 50.05%-35.0pp | 176.28%-161.3pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,172 | $4,333-72.9% | $3,679-68.1% | $4,876-76.0% |
| Participant deferral / active EE | $1,172 | $4,478-73.8% | $3,897-69.9% | $5,439-78.4% |
| Admin fee / account holder | $569 | $6,332-91.0% | $5,194-89.0% | $10,885-94.8% |