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 | $44,377 | $106,584-58.4% | $101,326-56.2% | $142,382-68.8% |
| Participation rate | 35.0% | 82.7%-47.7pp | 81.5%-46.5pp | 80.1%-45.1pp |
| Annual return | 34.92% | 36.93%-2.0pp | 36.82%-1.9pp | 217.08%-182.2pp |
| Employer contribution / active EE | $1,051 | $3,956-73.4% | $3,665-71.3% | $4,299-75.6% |
| Participant deferral / active EE | $2,261 | $8,297-72.8% | $7,994-71.7% | $6,507-65.3% |
| Admin fee / account holder | $88,926 | $11,446+676.9% | $11,185+695.0% | $12,624+604.4% |