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 | $56,476 | $198,466-71.5% | $170,442-66.9% | $147,584-61.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 11.10% | 257.29%-246.2pp | 205.93%-194.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,577 | $6,184-74.5% | $5,433-71.0% | $4,876-67.7% |
| Participant deferral / active EE | $2,322 | $5,629-58.8% | $4,939-53.0% | $5,439-57.3% |
| Admin fee / account holder | $32,327 | $16,852+91.8% | $13,880+132.9% | $10,885+197.0% |