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 | $23,140 | $85,202-72.8% | $172,739-86.6% | $72,985-68.3% |
| Participation rate | 55.8% | 70.1%-14.3pp | 82.6%-26.9pp | 69.5%-13.7pp |
| Annual return | 33.22% | 27.32%+5.9pp | 802.84%-769.6pp | 81.00%-47.8pp |
| Employer contribution / active EE | $1,454 | $3,324-56.3% | $5,143-71.7% | $2,440-40.4% |
| Participant deferral / active EE | $2,830 | $3,260-13.2% | $5,198-45.5% | $3,607-21.5% |
| Admin fee / account holder | $2,850 | $5,884-51.6% | $13,954-79.6% | $5,124-44.4% |