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 | $73,065 | $96,635-24.4% | $86,612-15.6% | $139,434-47.6% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 16.27% | 106.41%-90.1pp | 591.07%-574.8pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,631 | $3,263-50.0% | $3,022-46.1% | $4,751-65.7% |
| Participant deferral / active EE | $2,230 | $4,836-53.9% | $4,438-49.7% | $6,710-66.8% |
| Admin fee / account holder | $27,013 | $6,408+321.6% | $5,614+381.1% | $11,403+136.9% |