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 | $47,632 | $63,346-24.8% | $92,233-48.4% | $70,131-32.1% |
| Participation rate | 64.0% | 68.7%-4.7pp | 76.5%-12.5pp | 69.5%-5.5pp |
| Annual return | 21.71% | 530.12%-508.4pp | 176.28%-154.6pp | 73.14%-51.4pp |
| Employer contribution / active EE | $6,107 | $2,471+147.1% | $3,679+66.0% | $2,342+160.7% |
| Participant deferral / active EE | $6,035 | $2,854+111.5% | $3,897+54.9% | $3,332+81.1% |
| Admin fee / account holder | $589 | $3,840-84.7% | $5,194-88.7% | $4,645-87.3% |