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 | $95,762 | $114,381-16.3% | $107,525-10.9% | $142,382-32.7% |
| Participation rate | 47.1% | 78.1%-31.1pp | 75.1%-28.0pp | 80.1%-33.1pp |
| Annual return | 13.02% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,518 | $4,015-62.2% | $3,754-59.6% | $4,299-64.7% |
| Participant deferral / active EE | $3,600 | $5,564-35.3% | $5,116-29.6% | $6,507-44.7% |
| Admin fee / account holder | $23,505 | $9,860+138.4% | $8,919+163.5% | $12,624+86.2% |