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 | $89,793 | $111,301-19.3% | $112,977-20.5% | $158,922-43.5% |
| Participation rate | 36.4% | 83.5%-47.1pp | 82.6%-46.2pp | 82.0%-45.6pp |
| Annual return | 17.89% | 26.40%-8.5pp | 24.24%-6.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,806 | $4,471-14.9% | $4,255-10.5% | $4,761-20.1% |
| Participant deferral / active EE | $3,806 | $5,880-35.3% | $5,836-34.8% | $5,982-36.4% |
| Admin fee / account holder | $2,045 | $8,392-75.6% | $6,294-67.5% | $11,246-81.8% |