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 | $81,879 | $114,047-28.2% | $96,139-14.8% | $167,490-51.1% |
| Participation rate | 25.0% | 75.1%-50.1pp | 68.4%-43.4pp | 82.1%-57.1pp |
| Annual return | 9.51% | 189.88%-180.4pp | 191.94%-182.4pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,155 | $3,427-66.3% | $2,797-58.7% | $4,837-76.1% |
| Participant deferral / active EE | $3,918 | $5,194-24.6% | $4,349-9.9% | $6,341-38.2% |
| Admin fee / account holder | $23,175 | $6,897+236.0% | $5,537+318.6% | $12,309+88.3% |