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 | $96,312 | $114,381-15.8% | $107,525-10.4% | $142,382-32.4% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 11.66% | 242.71%-231.0pp | 181.32%-169.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,847 | $4,015-54.0% | $3,754-50.8% | $4,299-57.0% |
| Participant deferral / active EE | $3,973 | $5,564-28.6% | $5,116-22.3% | $6,507-38.9% |
| Admin fee / account holder | $45,650 | $9,860+363.0% | $8,919+411.8% | $12,624+261.6% |