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 | $82,058 | $63,346+29.5% | $92,233-11.0% | $70,131+17.0% |
| Participation rate | 22.0% | 68.7%-46.7pp | 76.5%-54.5pp | 69.5%-47.6pp |
| Annual return | 15.09% | 530.12%-515.0pp | 176.28%-161.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $775 | $2,471-68.6% | $3,679-78.9% | $2,342-66.9% |
| Participant deferral / active EE | $1,766 | $2,854-38.1% | $3,897-54.7% | $3,332-47.0% |
| Admin fee / account holder | $13,684 | $3,840+256.3% | $5,194+163.5% | $4,645+194.6% |