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 | $41,577 | $135,635-69.3% | $110,238-62.3% | $135,375-69.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | 7.70% | 513.19%-505.5pp | 314.74%-307.0pp | 519.73%-512.0pp |
| Employer contribution / active EE | $6,811 | $4,906+38.8% | $3,826+78.0% | $4,779+42.5% |
| Participant deferral / active EE | $10,539 | $5,506+91.4% | $4,672+125.6% | $5,609+87.9% |
| Admin fee / account holder | $59,408 | $11,457+418.5% | $8,547+595.1% | $10,827+448.7% |