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 | $84,401 | $115,770-27.1% | $101,248-16.6% | $158,922-46.9% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.8%-11.1pp | 82.0%-17.3pp |
| Annual return | 16.55% | 56.14%-39.6pp | 46.47%-29.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,193 | $4,175-71.4% | $3,660-67.4% | $4,761-74.9% |
| Participant deferral / active EE | $3,861 | $4,957-22.1% | $4,370-11.7% | $5,982-35.5% |
| Admin fee / account holder | $33,327 | $7,245+360.0% | $5,945+460.5% | $11,246+196.4% |