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 | $73,654 | $165,584-55.5% | $142,942-48.5% | $137,256-46.3% |
| Participation rate | 50.0% | 80.1%-30.1pp | 76.8%-26.8pp | 80.0%-30.0pp |
| Annual return | 10.52% | 164.22%-153.7pp | 113.70%-103.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,252 | $4,725-73.5% | $4,139-69.8% | $4,156-69.9% |
| Participant deferral / active EE | $2,569 | $8,194-68.6% | $7,128-64.0% | $6,407-59.9% |
| Admin fee / account holder | $25,528 | $16,167+57.9% | $12,475+104.6% | $12,270+108.0% |