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 | $66,744 | $104,907-36.4% | $84,611-21.1% | $152,861-56.3% |
| Participation rate | 35.0% | 74.8%-39.8pp | 68.2%-33.2pp | 82.4%-47.4pp |
| Annual return | 24.32% | 373.79%-349.5pp | 258.74%-234.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,256 | $3,302-31.7% | $2,652-14.9% | $4,762-52.6% |
| Participant deferral / active EE | $5,878 | $4,688+25.4% | $3,899+50.8% | $5,850+0.5% |
| Admin fee / account holder | $16,897 | $6,241+170.8% | $4,912+244.0% | $11,596+45.7% |