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 | $81,761 | $107,334-23.8% | $92,893-12.0% | $152,861-46.5% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 13.78% | 145.58%-131.8pp | 109.41%-95.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $3,043 | $4,221-27.9% | $3,653-16.7% | $4,762-36.1% |
| Participant deferral / active EE | $1,489 | $4,845-69.3% | $4,236-64.8% | $5,850-74.5% |
| Admin fee / account holder | $233,826 | $7,079+3202.9% | $5,794+3935.7% | $11,596+1916.4% |