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 | $93,042 | $114,381-18.7% | $107,525-13.5% | $142,382-34.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 32.18% | 242.71%-210.5pp | 181.32%-149.1pp | 217.08%-184.9pp |
| Employer contribution / active EE | $1,541 | $4,015-61.6% | $3,754-58.9% | $4,299-64.2% |
| Participant deferral / active EE | $2,442 | $5,564-56.1% | $5,116-52.3% | $6,507-62.5% |
| Admin fee / account holder | $28,456 | $9,860+188.6% | $8,919+219.1% | $12,624+125.4% |