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 | $94,082 | $133,922-29.7% | $116,228-19.1% | $142,382-33.9% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.6%-29.1pp | 80.1%-34.7pp |
| Annual return | 15.69% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $921 | $3,446-73.3% | $2,994-69.2% | $4,299-78.6% |
| Participant deferral / active EE | $1,889 | $5,672-66.7% | $4,953-61.9% | $6,507-71.0% |
| Admin fee / account holder | $20,794 | $14,945+39.1% | $11,989+73.4% | $12,624+64.7% |