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 | $64,169 | $103,376-37.9% | $87,100-26.3% | $152,861-58.0% |
| Participation rate | 60.9% | 79.3%-18.5pp | 76.9%-16.0pp | 82.4%-21.6pp |
| Annual return | 17.41% | 28.10%-10.7pp | 28.19%-10.8pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,160 | $3,220-64.0% | $2,521-54.0% | $4,762-75.6% |
| Participant deferral / active EE | $1,934 | $4,778-59.5% | $4,049-52.2% | $5,850-66.9% |
| Admin fee / account holder | $27,233 | $12,205+123.1% | $7,497+263.3% | $11,596+134.8% |