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 | $58,769 | $126,574-53.6% | $106,213-44.7% | $145,922-59.7% |
| Participation rate | 47.6% | 77.6%-30.0pp | 75.3%-27.7pp | 80.3%-32.7pp |
| Annual return | 9.32% | 224.79%-215.5pp | 116.14%-106.8pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,009 | $3,730-72.9% | $3,171-68.2% | $4,660-78.3% |
| Participant deferral / active EE | $1,785 | $5,724-68.8% | $5,016-64.4% | $6,688-73.3% |
| Admin fee / account holder | $19,547 | $17,304+13.0% | $11,033+77.2% | $13,397+45.9% |