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 | $108,612 | $217,402-50.0% | $185,823-41.6% | $167,490-35.2% |
| Participation rate | 23.1% | 86.0%-63.0pp | 81.7%-58.6pp | 82.1%-59.0pp |
| Annual return | 18.11% | 148.36%-130.3pp | 122.05%-103.9pp | 478.56%-460.5pp |
| Employer contribution / active EE | $4,173 | $5,873-29.0% | $5,167-19.2% | $4,837-13.7% |
| Participant deferral / active EE | $3,009 | $6,356-52.7% | $5,568-46.0% | $6,341-52.5% |
| Admin fee / account holder | $348,472 | $19,811+1659.0% | $16,237+2046.1% | $12,309+2731.0% |