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 | $81,629 | $144,119-43.4% | $117,854-30.7% | $147,584-44.7% |
| Participation rate | 37.5% | 83.4%-45.9pp | 79.7%-42.2pp | 82.8%-45.3pp |
| Annual return | 11.61% | 531.15%-519.5pp | 335.08%-323.5pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,180 | $4,896-75.9% | $3,786-68.8% | $4,876-75.8% |
| Participant deferral / active EE | $2,806 | $5,316-47.2% | $4,482-37.4% | $5,439-48.4% |
| Admin fee / account holder | $316 | $10,886-97.1% | $8,020-96.1% | $10,885-97.1% |