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 | $67,181 | $53,516+25.5% | $126,539-46.9% | $84,808-20.8% |
| Participation rate | 33.3% | 58.2%-24.9pp | 69.8%-36.5pp | 68.3%-35.0pp |
| Annual return | 15.52% | 58.34%-42.8pp | 425.95%-410.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $300 | $1,535-80.5% | $3,674-91.8% | $2,631-88.6% |
| Participant deferral / active EE | $1,183 | $2,671-55.7% | $4,083-71.0% | $4,212-71.9% |
| Admin fee / account holder | $2,666 | $4,497-40.7% | $6,065-56.0% | $7,344-63.7% |