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 | $65,989 | $102,966-35.9% | $90,281-26.9% | $152,861-56.8% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 18.01% | 95.16%-77.2pp | 78.10%-60.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,188 | $3,139-62.1% | $2,854-58.4% | $4,762-75.0% |
| Participant deferral / active EE | $4,095 | $4,281-4.4% | $3,885+5.4% | $5,850-30.0% |
| Admin fee / account holder | $16,268 | $6,171+163.6% | $5,351+204.0% | $11,596+40.3% |