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 | $73,969 | $107,334-31.1% | $92,893-20.4% | $152,861-51.6% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 19.56% | 145.58%-126.0pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,901 | $4,221-55.0% | $3,653-48.0% | $4,762-60.1% |
| Participant deferral / active EE | $9,868 | $4,845+103.7% | $4,236+133.0% | $5,850+68.7% |
| Admin fee / account holder | $17,516 | $7,079+147.4% | $5,794+202.3% | $11,596+51.0% |