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 | $99,037 | $124,281-20.3% | $109,143-9.3% | $167,490-40.9% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 17.80% | 26.04%-8.2pp | 25.75%-8.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,017 | $4,207-75.8% | $3,722-72.7% | $4,837-79.0% |
| Participant deferral / active EE | $6,617 | $5,255+25.9% | $4,653+42.2% | $6,341+4.3% |
| Admin fee / account holder | $504 | $7,970-93.7% | $6,752-92.5% | $12,309-95.9% |