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 | $99,966 | $100,773-0.8% | $88,946+12.4% | $142,382-29.8% |
| Participation rate | 22.2% | 74.3%-52.1pp | 68.8%-46.6pp | 80.1%-57.9pp |
| Annual return | 12.04% | 70.18%-58.1pp | 57.82%-45.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $948 | $2,918-67.5% | $2,555-62.9% | $4,299-77.9% |
| Participant deferral / active EE | $2,470 | $5,230-52.8% | $4,581-46.1% | $6,507-62.0% |
| Admin fee / account holder | $50,896 | $9,693+425.1% | $8,261+516.1% | $12,624+303.2% |