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 | $62,182 | $144,119-56.9% | $117,854-47.2% | $147,584-57.9% |
| Participation rate | 59.1% | 83.4%-24.3pp | 79.7%-20.6pp | 82.8%-23.7pp |
| Annual return | 13.35% | 531.15%-517.8pp | 335.08%-321.7pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,954 | $4,896-60.1% | $3,786-48.4% | $4,876-59.9% |
| Participant deferral / active EE | $2,861 | $5,316-46.2% | $4,482-36.2% | $5,439-47.4% |
| Admin fee / account holder | $17,965 | $10,886+65.0% | $8,020+124.0% | $10,885+65.0% |