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 | $113,300 | $176,812-35.9% | $146,665-22.7% | $167,490-32.4% |
| Participation rate | 63.2% | 83.6%-20.5pp | 80.1%-16.9pp | 82.1%-18.9pp |
| Annual return | 15.46% | 24.03%-8.6pp | 22.74%-7.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,512 | $5,160-70.7% | $4,136-63.5% | $4,837-68.7% |
| Participant deferral / active EE | $4,906 | $6,440-23.8% | $5,506-10.9% | $6,341-22.6% |
| Admin fee / account holder | $19,443 | $13,259+46.6% | $10,280+89.1% | $12,309+58.0% |