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 | $63,881 | $99,877-36.0% | $84,966-24.8% | $145,922-56.2% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 13.97% | 83.76%-69.8pp | 66.38%-52.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $784 | $3,231-75.7% | $2,727-71.2% | $4,660-83.2% |
| Participant deferral / active EE | $1,163 | $5,291-78.0% | $4,519-74.3% | $6,688-82.6% |
| Admin fee / account holder | $18,435 | $7,248+154.4% | $6,149+199.8% | $13,397+37.6% |