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 | $106,700 | $127,264-16.2% | $109,895-2.9% | $167,490-36.3% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.2%-18.7pp | 82.1%-26.5pp |
| Annual return | 8.30% | 22.97%-14.7pp | 29.45%-21.2pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,022 | $3,322-69.2% | $2,842-64.0% | $4,837-78.9% |
| Participant deferral / active EE | $3,792 | $4,514-16.0% | $4,048-6.3% | $6,341-40.2% |
| Admin fee / account holder | $1,118 | $7,114-84.3% | $6,066-81.6% | $12,309-90.9% |