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 | $36,925 | $102,966-64.1% | $90,281-59.1% | $152,861-75.8% |
| Participation rate | 30.0% | 75.9%-45.9pp | 73.3%-43.3pp | 82.4%-52.4pp |
| Annual return | 20.18% | 95.16%-75.0pp | 78.10%-57.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $695 | $3,139-77.9% | $2,854-75.7% | $4,762-85.4% |
| Participant deferral / active EE | $1,080 | $4,281-74.8% | $3,885-72.2% | $5,850-81.5% |
| Admin fee / account holder | $39,171 | $6,171+534.8% | $5,351+632.0% | $11,596+237.8% |