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 | $26,361 | $102,547-74.3% | $78,210-66.3% | $147,584-82.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 13.35% | 51.08%-37.7pp | 40.90%-27.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,222 | $2,617-53.3% | $2,034-39.9% | $4,876-74.9% |
| Participant deferral / active EE | $1,808 | $3,481-48.1% | $2,823-36.0% | $5,439-66.8% |
| Admin fee / account holder | $1,810 | $5,059-64.2% | $3,758-51.8% | $10,885-83.4% |