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 | $63,740 | $98,240-35.1% | $82,313-22.6% | $147,584-56.8% |
| Participation rate | 41.2% | 79.7%-38.5pp | 76.9%-35.7pp | 82.8%-41.7pp |
| Annual return | 15.31% | 30.85%-15.5pp | 25.88%-10.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,410 | $3,192-55.8% | $2,428-41.9% | $4,876-71.1% |
| Participant deferral / active EE | $4,310 | $4,383-1.7% | $3,706+16.3% | $5,439-20.8% |
| Admin fee / account holder | $2,532 | $8,563-70.4% | $5,608-54.8% | $10,885-76.7% |