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 | $119,600 | $150,187-20.4% | $120,354-0.6% | $145,922-18.0% |
| Participation rate | 31.8% | 78.8%-46.9pp | 71.9%-40.1pp | 80.3%-48.5pp |
| Annual return | 20.23% | 154.07%-133.8pp | 107.15%-86.9pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,013 | $4,348-53.7% | $3,463-41.9% | $4,660-56.8% |
| Participant deferral / active EE | $4,682 | $6,173-24.2% | $4,991-6.2% | $6,688-30.0% |
| Admin fee / account holder | $9,196 | $12,207-24.7% | $9,423-2.4% | $13,397-31.4% |