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 | $88,735 | $124,881-28.9% | $209,409-57.6% | $116,875-24.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 80.4%-30.4pp | 74.5%-24.5pp |
| Annual return | 12.02% | 14.56%-2.5pp | 159.49%-147.5pp | 16.29%-4.3pp |
| Employer contribution / active EE | $1,364 | $2,588-47.3% | $5,035-72.9% | $3,288-58.5% |
| Participant deferral / active EE | $3,896 | $3,793+2.7% | $4,230-7.9% | $3,885+0.3% |
| Admin fee / account holder | $31,304 | $12,933+142.0% | $16,474+90.0% | $12,263+155.3% |