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 | $97,814 | $108,642-10.0% | $74,701+30.9% | $152,861-36.0% |
| Participation rate | 38.9% | 65.3%-26.5pp | 54.5%-15.6pp | 82.4%-43.6pp |
| Annual return | 15.99% | 114.06%-98.1pp | 752.92%-736.9pp | 345.32%-329.3pp |
| Employer contribution / active EE | $581 | $1,503-61.3% | $1,084-46.3% | $4,762-87.8% |
| Participant deferral / active EE | $3,077 | $2,712+13.4% | $1,964+56.7% | $5,850-47.4% |
| Admin fee / account holder | $1,994 | $4,902-59.3% | $3,333-40.2% | $11,596-82.8% |