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 | $100,944 | $172,111-41.3% | $150,298-32.8% | $137,256-26.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 14.89% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,340 | $4,636-71.1% | $4,154-67.7% | $4,156-67.7% |
| Participant deferral / active EE | $3,578 | $6,166-42.0% | $5,453-34.4% | $6,407-44.1% |
| Admin fee / account holder | $38,483 | $16,471+133.6% | $14,116+172.6% | $12,270+213.6% |