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 | $67,120 | $144,119-53.4% | $117,854-43.0% | $147,584-54.5% |
| Participation rate | 46.7% | 83.4%-36.8pp | 79.7%-33.0pp | 82.8%-36.2pp |
| Annual return | 12.58% | 531.15%-518.6pp | 335.08%-322.5pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,437 | $4,896-70.6% | $3,786-62.0% | $4,876-70.5% |
| Participant deferral / active EE | $3,822 | $5,316-28.1% | $4,482-14.7% | $5,439-29.7% |
| Admin fee / account holder | $18,802 | $10,886+72.7% | $8,020+134.4% | $10,885+72.7% |