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 | $66,499 | $105,998-37.3% | $92,233-27.9% | $147,584-54.9% |
| Participation rate | 35.0% | 80.4%-45.4pp | 76.5%-41.5pp | 82.8%-47.8pp |
| Annual return | 13.20% | 50.05%-36.8pp | 176.28%-163.1pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,232 | $4,333-71.6% | $3,679-66.5% | $4,876-74.7% |
| Participant deferral / active EE | $2,125 | $4,478-52.5% | $3,897-45.5% | $5,439-60.9% |
| Admin fee / account holder | $2,158 | $6,332-65.9% | $5,194-58.5% | $10,885-80.2% |