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 | $64,684 | $165,912-61.0% | $122,332-47.1% | $147,584-56.2% |
| Participation rate | 40.0% | 79.6%-39.6pp | 71.6%-31.6pp | 82.8%-42.8pp |
| Annual return | 16.07% | 34.55%-18.5pp | 30.27%-14.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,643 | $5,754-71.4% | $4,050-59.4% | $4,876-66.3% |
| Participant deferral / active EE | $1,908 | $4,005-52.4% | $3,287-42.0% | $5,439-64.9% |
| Admin fee / account holder | $39,187 | $7,424+427.9% | $5,478+615.4% | $10,885+260.0% |