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 | $138,350 | $165,984-16.6% | $164,813-16.1% | $145,922-5.2% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.6%-19.5pp | 80.3%-21.2pp |
| Annual return | 13.48% | 100.03%-86.6pp | 69.93%-56.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,215 | $5,273-77.0% | $4,341-72.0% | $4,660-73.9% |
| Participant deferral / active EE | $4,928 | $6,959-29.2% | $6,031-18.3% | $6,688-26.3% |
| Admin fee / account holder | $1,117 | $16,648-93.3% | $12,690-91.2% | $13,397-91.7% |