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 | $88,614 | $121,625-27.1% | $104,607-15.3% | $158,922-44.2% |
| Participation rate | 65.0% | 77.5%-12.5pp | 74.1%-9.1pp | 82.0%-17.0pp |
| Annual return | 11.29% | 465.26%-454.0pp | 340.46%-329.2pp | 302.83%-291.5pp |
| Employer contribution / active EE | $501 | $3,163-84.2% | $2,681-81.3% | $4,761-89.5% |
| Participant deferral / active EE | $1,456 | $4,177-65.1% | $3,740-61.1% | $5,982-75.7% |
| Admin fee / account holder | $23,334 | $7,787+199.7% | $6,473+260.5% | $11,246+107.5% |