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 | $23,618 | $165,912-85.8% | $122,332-80.7% | $147,584-84.0% |
| Participation rate | 52.2% | 79.6%-27.4pp | 71.6%-19.5pp | 82.8%-30.7pp |
| Annual return | 15.35% | 34.55%-19.2pp | 30.27%-14.9pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,153 | $5,754-80.0% | $4,050-71.5% | $4,876-76.4% |
| Participant deferral / active EE | $1,578 | $4,005-60.6% | $3,287-52.0% | $5,439-71.0% |
| Admin fee / account holder | $14,250 | $7,424+92.0% | $5,478+160.1% | $10,885+30.9% |