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 | $74,222 | $112,881-34.2% | $90,951-18.4% | $158,922-53.3% |
| Participation rate | 28.6% | 74.7%-46.2pp | 69.0%-40.4pp | 82.0%-53.4pp |
| Annual return | 4.98% | 215.79%-210.8pp | 134.60%-129.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $830 | $2,893-71.3% | $2,122-60.9% | $4,761-82.6% |
| Participant deferral / active EE | $1,017 | $4,128-75.4% | $3,373-69.8% | $5,982-83.0% |
| Admin fee / account holder | $301,829 | $8,041+3653.7% | $5,959+4965.5% | $11,246+2583.9% |