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 | $101,084 | $183,519-44.9% | $155,509-35.0% | $145,922-30.7% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.1pp | 80.3%-33.2pp |
| Annual return | 9.52% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,708 | $5,313-49.0% | $4,672-42.0% | $4,660-41.9% |
| Participant deferral / active EE | $4,790 | $6,462-25.9% | $5,626-14.9% | $6,688-28.4% |
| Admin fee / account holder | $43,961 | $19,313+127.6% | $15,912+176.3% | $13,397+228.1% |