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 | $69,623 | $157,256-55.7% | $141,162-50.7% | $152,861-54.5% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.4%-27.9pp |
| Annual return | 21.02% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,736 | $5,261-67.0% | $4,735-63.3% | $4,762-63.5% |
| Participant deferral / active EE | $4,959 | $7,109-30.2% | $6,709-26.1% | $5,850-15.2% |
| Admin fee / account holder | $30,144 | $12,120+148.7% | $10,261+193.8% | $11,596+159.9% |