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 | $88,970 | $107,334-17.1% | $92,893-4.2% | $152,861-41.8% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.4%-40.3pp |
| Annual return | 15.60% | 145.58%-130.0pp | 109.41%-93.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $979 | $4,221-76.8% | $3,653-73.2% | $4,762-79.4% |
| Participant deferral / active EE | $4,479 | $4,845-7.6% | $4,236+5.7% | $5,850-23.4% |
| Admin fee / account holder | $47,356 | $7,079+568.9% | $5,794+717.3% | $11,596+308.4% |