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 | $114,393 | $149,679-23.6% | $117,039-2.3% | $147,584-22.5% |
| Participation rate | 55.0% | 83.5%-28.5pp | 77.2%-22.2pp | 82.8%-27.8pp |
| Annual return | 12.87% | 19.31%-6.4pp | 18.95%-6.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,798 | $4,937-63.6% | $3,785-52.5% | $4,876-63.1% |
| Participant deferral / active EE | $4,944 | $4,912+0.7% | $3,929+25.8% | $5,439-9.1% |
| Admin fee / account holder | $342 | $7,856-95.6% | $5,974-94.3% | $10,885-96.9% |