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 | $36,789 | $58,208-36.8% | $81,812-55.0% | $80,856-54.5% |
| Participation rate | 21.8% | 63.4%-41.6pp | 72.3%-50.5pp | 67.6%-45.8pp |
| Annual return | 22.73% | 41.66%-18.9pp | 773.79%-751.1pp | 35.59%-12.9pp |
| Employer contribution / active EE | $876 | $2,340-62.6% | $2,912-69.9% | $2,755-68.2% |
| Participant deferral / active EE | $1,232 | $3,281-62.4% | $4,319-71.5% | $4,296-71.3% |
| Admin fee / account holder | $9,381 | $4,981+88.3% | $7,386+27.0% | $6,918+35.6% |