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 | $64,925 | $154,117-57.9% | $129,995-50.1% | $139,434-53.4% |
| Participation rate | 47.1% | 82.0%-34.9pp | 78.5%-31.4pp | 80.3%-33.3pp |
| Annual return | 29.87% | 32.48%-2.6pp | -137.18%+167.0pp | 372.94%-343.1pp |
| Employer contribution / active EE | $1,390 | $5,289-73.7% | $4,320-67.8% | $4,751-70.7% |
| Participant deferral / active EE | $2,138 | $6,710-68.1% | $5,820-63.3% | $6,710-68.1% |
| Admin fee / account holder | $18,435 | $14,007+31.6% | $10,614+73.7% | $11,403+61.7% |