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 | $81,291 | $109,327-25.6% | $89,391-9.1% | $158,922-48.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 18.32% | 345.68%-327.4pp | 245.62%-227.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,092 | $3,170-34.0% | $2,586-19.1% | $4,761-56.1% |
| Participant deferral / active EE | $7,817 | $4,598+70.0% | $3,890+101.0% | $5,982+30.7% |
| Admin fee / account holder | $25,985 | $6,153+322.3% | $4,881+432.3% | $11,246+131.1% |