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 | $76,046 | $232,540-67.3% | $185,117-58.9% | $147,584-48.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 12.47% | 43.03%-30.6pp | 40.50%-28.0pp | 578.55%-566.1pp |
| Employer contribution / active EE | $3,114 | $5,195-40.1% | $4,182-25.5% | $4,876-36.2% |
| Participant deferral / active EE | $5,370 | $5,834-7.9% | $5,045+6.4% | $5,439-1.3% |
| Admin fee / account holder | $53,605 | $10,275+421.7% | $8,159+557.0% | $10,885+392.5% |