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 | $61,969 | $98,750-37.2% | $149,696-58.6% | $79,858-22.4% |
| Participation rate | 45.2% | 75.8%-30.5pp | 82.5%-37.2pp | 69.6%-24.4pp |
| Annual return | 19.98% | 27.43%-7.4pp | 276.60%-256.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,199 | $3,216-62.7% | $4,644-74.2% | $2,471-51.5% |
| Participant deferral / active EE | $2,865 | $5,680-49.6% | $6,842-58.1% | $3,740-23.4% |
| Admin fee / account holder | $3,697 | $6,053-38.9% | $9,309-60.3% | $5,306-30.3% |