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 | $68,772 | $105,931-35.1% | $81,930-16.1% | $158,922-56.7% |
| Participation rate | 52.9% | 75.6%-22.7pp | 72.0%-19.1pp | 82.0%-29.0pp |
| Annual return | 8.01% | 38.17%-30.2pp | 29.49%-21.5pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,099 | $7,800-85.9% | $4,310-74.5% | $4,761-76.9% |
| Participant deferral / active EE | $2,956 | $13,003-77.3% | $7,107-58.4% | $5,982-50.6% |
| Admin fee / account holder | $40,867 | $8,489+381.4% | $5,158+692.3% | $11,246+263.4% |