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 | $76,531 | $99,652-23.2% | $78,778-2.9% | $147,584-48.1% |
| Participation rate | 35.7% | 76.2%-40.5pp | 69.2%-33.5pp | 82.8%-47.1pp |
| Annual return | 12.23% | 47.28%-35.1pp | 35.62%-23.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $896 | $2,796-67.9% | $1,986-54.9% | $4,876-81.6% |
| Participant deferral / active EE | $1,510 | $3,664-58.8% | $2,958-48.9% | $5,439-72.2% |
| Admin fee / account holder | $11,433 | $7,155+59.8% | $5,134+122.7% | $10,885+5.0% |