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 | $74,734 | $109,327-31.6% | $89,391-16.4% | $158,922-53.0% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 15.53% | 345.68%-330.1pp | 245.62%-230.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $591 | $3,170-81.4% | $2,586-77.2% | $4,761-87.6% |
| Participant deferral / active EE | $1,181 | $4,598-74.3% | $3,890-69.6% | $5,982-80.3% |
| Admin fee / account holder | $15,495 | $6,153+151.8% | $4,881+217.4% | $11,246+37.8% |