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 | $102,712 | $135,635-24.3% | $110,238-6.8% | $135,375-24.1% |
| Participation rate | 53.8% | 83.5%-29.6pp | 79.8%-26.0pp | 82.6%-28.8pp |
| Annual return | 1.97% | 513.19%-511.2pp | 314.74%-312.8pp | 519.73%-517.8pp |
| Employer contribution / active EE | $1,831 | $4,906-62.7% | $3,826-52.1% | $4,779-61.7% |
| Participant deferral / active EE | $3,663 | $5,506-33.5% | $4,672-21.6% | $5,609-34.7% |
| Admin fee / account holder | $5,586 | $11,457-51.2% | $8,547-34.7% | $10,827-48.4% |