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 | $65,830 | $88,087-25.3% | $164,866-60.1% | $74,546-11.7% |
| Participation rate | 26.9% | 73.1%-46.2pp | 78.6%-51.7pp | 67.2%-40.3pp |
| Annual return | 13.13% | 17.27%-4.1pp | 69.97%-56.8pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $1,261 | $2,595-51.4% | $4,343-71.0% | $2,624-51.9% |
| Participant deferral / active EE | $2,358 | $4,499-47.6% | $6,033-60.9% | $4,347-45.8% |
| Admin fee / account holder | $6,391 | $2,232+186.4% | $12,689-49.6% | $1,944+228.8% |