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 | $97,913 | $124,319-21.2% | $111,297-12.0% | $167,490-41.5% |
| Participation rate | 18.8% | 79.6%-60.9pp | 77.3%-58.6pp | 82.1%-63.4pp |
| Annual return | 15.38% | 37.44%-22.1pp | 54.65%-39.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $729 | $3,435-78.8% | $2,731-73.3% | $4,837-84.9% |
| Participant deferral / active EE | $1,718 | $5,180-66.8% | $4,487-61.7% | $6,341-72.9% |
| Admin fee / account holder | $13,513 | $10,618+27.3% | $7,964+69.7% | $12,309+9.8% |