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 | $41,497 | $126,574-67.2% | $106,213-60.9% | $145,922-71.6% |
| Participation rate | 43.8% | 77.6%-33.9pp | 75.3%-31.5pp | 80.3%-36.5pp |
| Annual return | 13.48% | 224.79%-211.3pp | 116.14%-102.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $952 | $3,730-74.5% | $3,171-70.0% | $4,660-79.6% |
| Participant deferral / active EE | $4,579 | $5,724-20.0% | $5,016-8.7% | $6,688-31.5% |
| Admin fee / account holder | $40,737 | $17,304+135.4% | $11,033+269.2% | $13,397+204.1% |