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 | $94,911 | $118,849-20.1% | $96,562-1.7% | $167,490-43.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 9.62% | 50.49%-40.9pp | 37.78%-28.2pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,312 | $3,120-57.9% | $2,356-44.3% | $4,837-72.9% |
| Participant deferral / active EE | $1,313 | $4,616-71.5% | $3,849-65.9% | $6,341-79.3% |
| Admin fee / account holder | $4,478 | $8,065-44.5% | $6,181-27.6% | $12,309-63.6% |