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 | $66,371 | $111,724-40.6% | $93,606-29.1% | $145,922-54.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 18.72% | 202.98%-184.3pp | 133.20%-114.5pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,027 | $3,090-66.8% | $2,420-57.6% | $4,660-78.0% |
| Participant deferral / active EE | $1,843 | $4,912-62.5% | $4,411-58.2% | $6,688-72.4% |
| Admin fee / account holder | $8,557 | $10,250-16.5% | $8,285+3.3% | $13,397-36.1% |