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 | $59,652 | $77,899-23.4% | $149,673-60.1% | $75,163-20.6% |
| Participation rate | 36.1% | 65.6%-29.5pp | 78.8%-42.7pp | 67.2%-31.1pp |
| Annual return | 17.53% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,188 | $3,137-62.1% | $4,818-75.3% | $2,670-55.5% |
| Participant deferral / active EE | $1,900 | $3,411-44.3% | $5,680-66.6% | $4,125-53.9% |
| Admin fee / account holder | $17,852 | $5,956+199.7% | $13,210+35.1% | $5,651+215.9% |