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 | $130,040 | $226,064-42.5% | $182,532-28.8% | $152,861-14.9% |
| Participation rate | 54.2% | 82.5%-28.3pp | 78.0%-23.8pp | 82.4%-28.3pp |
| Annual return | 11.05% | 192.51%-181.5pp | 148.54%-137.5pp | 345.32%-334.3pp |
| Employer contribution / active EE | $1,899 | $4,978-61.9% | $4,076-53.4% | $4,762-60.1% |
| Participant deferral / active EE | $4,240 | $6,368-33.4% | $5,524-23.2% | $5,850-27.5% |
| Admin fee / account holder | $40,741 | $10,703+280.7% | $8,592+374.2% | $11,596+251.3% |