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 | $81,734 | $109,327-25.2% | $89,391-8.6% | $158,922-48.6% |
| Participation rate | 64.3% | 74.3%-10.0pp | 68.0%-3.7pp | 82.0%-17.7pp |
| Annual return | 17.94% | 345.68%-327.7pp | 245.62%-227.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,005 | $3,170-5.2% | $2,586+16.2% | $4,761-36.9% |
| Participant deferral / active EE | $1,655 | $4,598-64.0% | $3,890-57.5% | $5,982-72.3% |
| Admin fee / account holder | $22,646 | $6,153+268.1% | $4,881+363.9% | $11,246+101.4% |