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 | $86,403 | $114,381-24.5% | $107,525-19.6% | $142,382-39.3% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 12.05% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,609 | $4,015-59.9% | $3,754-57.1% | $4,299-62.6% |
| Participant deferral / active EE | $2,249 | $5,564-59.6% | $5,116-56.0% | $6,507-65.4% |
| Admin fee / account holder | $20,294 | $9,860+105.8% | $8,919+127.5% | $12,624+60.8% |