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 | $118,431 | $157,256-24.7% | $141,162-16.1% | $152,861-22.5% |
| Participation rate | 38.1% | 84.8%-46.7pp | 82.5%-44.4pp | 82.4%-44.4pp |
| Annual return | 20.41% | 64.32%-43.9pp | 71.39%-51.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,077 | $5,261-79.5% | $4,735-77.2% | $4,762-77.4% |
| Participant deferral / active EE | $3,051 | $7,109-57.1% | $6,709-54.5% | $5,850-47.8% |
| Admin fee / account holder | $34,460 | $12,120+184.3% | $10,261+235.8% | $11,596+197.2% |