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 | $59,771 | $74,888-20.2% | $71,209-16.1% | $142,382-58.0% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | 13.85% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,333 | $2,854-53.3% | $2,721-51.0% | $4,299-69.0% |
| Participant deferral / active EE | $4,499 | $4,454+1.0% | $4,175+7.8% | $6,507-30.9% |
| Admin fee / account holder | $2,111 | $5,568-62.1% | $5,349-60.5% | $12,624-83.3% |