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 | $53,126 | $135,952-60.9% | $123,892-57.1% | $273,961-80.6% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 5.40% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,867 | $5,170-63.9% | $4,617-59.6% | $4,869-61.7% |
| Participant deferral / active EE | $7,667 | $6,343+20.9% | $5,984+28.1% | $5,287+45.0% |
| Admin fee / account holder | $201,344 | $9,817+1951.0% | $8,357+2309.3% | $10,132+1887.2% |