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 | $84,836 | $217,402-61.0% | $185,823-54.3% | $167,490-49.3% |
| Participation rate | 46.2% | 86.0%-39.9pp | 81.7%-35.5pp | 82.1%-36.0pp |
| Annual return | 8.85% | 148.36%-139.5pp | 122.05%-113.2pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,286 | $5,873-78.1% | $5,167-75.1% | $4,837-73.4% |
| Participant deferral / active EE | $3,938 | $6,356-38.0% | $5,568-29.3% | $6,341-37.9% |
| Admin fee / account holder | $141,613 | $19,811+614.8% | $16,237+772.1% | $12,309+1050.5% |