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 | $86,481 | $112,096-22.9% | $95,952-9.9% | $158,922-45.6% |
| Participation rate | 45.0% | 79.0%-34.0pp | 77.1%-32.1pp | 82.0%-37.0pp |
| Annual return | 9.87% | 171.09%-161.2pp | 91.61%-81.7pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,220 | $3,198-61.8% | $2,541-52.0% | $4,761-74.4% |
| Participant deferral / active EE | $2,994 | $4,784-37.4% | $4,167-28.1% | $5,982-49.9% |
| Admin fee / account holder | $55,861 | $10,130+451.4% | $6,795+722.0% | $11,246+396.7% |