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 | $102,530 | $111,535-8.1% | $105,223-2.6% | $137,256-25.3% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 17.29% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,502 | $3,939-61.9% | $3,689-59.3% | $4,156-63.9% |
| Participant deferral / active EE | $4,127 | $5,500-25.0% | $5,072-18.6% | $6,407-35.6% |
| Admin fee / account holder | $26,096 | $9,721+168.4% | $8,859+194.6% | $12,270+112.7% |