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 | $72,916 | $89,355-18.4% | $141,162-48.3% | $72,985-0.1% |
| Participation rate | 32.6% | 75.1%-42.6pp | 82.5%-49.9pp | 69.5%-36.9pp |
| Annual return | 22.19% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $855 | $3,114-72.5% | $4,735-81.9% | $2,440-65.0% |
| Participant deferral / active EE | $2,953 | $5,418-45.5% | $6,709-56.0% | $3,607-18.1% |
| Admin fee / account holder | $27,783 | $5,958+366.3% | $10,261+170.8% | $5,124+442.2% |