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 | $102,231 | $217,402-53.0% | $185,823-45.0% | $167,490-39.0% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 12.82% | 148.36%-135.5pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,876 | $5,873-68.1% | $5,167-63.7% | $4,837-61.2% |
| Participant deferral / active EE | $3,608 | $6,356-43.2% | $5,568-35.2% | $6,341-43.1% |
| Admin fee / account holder | $126,388 | $19,811+538.0% | $16,237+678.4% | $12,309+926.8% |