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 | $93,839 | $112,096-16.3% | $95,952-2.2% | $158,922-41.0% |
| Participation rate | 35.3% | 79.0%-43.7pp | 77.1%-41.8pp | 82.0%-46.7pp |
| Annual return | 8.35% | 171.09%-162.7pp | 91.61%-83.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,159 | $3,198-63.8% | $2,541-54.4% | $4,761-75.7% |
| Participant deferral / active EE | $1,801 | $4,784-62.3% | $4,167-56.8% | $5,982-69.9% |
| Admin fee / account holder | $18,873 | $10,130+86.3% | $6,795+177.7% | $11,246+67.8% |