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 | $62,988 | $90,348-30.3% | $75,972-17.1% | $145,922-56.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.97% | 620.88%-610.9pp | 359.55%-349.6pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,413 | $3,311-57.3% | $2,685-47.4% | $4,660-69.7% |
| Participant deferral / active EE | $2,984 | $5,162-42.2% | $4,255-29.9% | $6,688-55.4% |
| Admin fee / account holder | $26,452 | $8,467+212.4% | $6,467+309.0% | $13,397+97.4% |