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 | $52,646 | $74,888-29.7% | $71,209-26.1% | $142,382-63.0% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 14.55% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $942 | $2,854-67.0% | $2,721-65.4% | $4,299-78.1% |
| Participant deferral / active EE | $1,597 | $4,454-64.1% | $4,175-61.8% | $6,507-75.5% |
| Admin fee / account holder | $11,477 | $5,568+106.1% | $5,349+114.6% | $12,624-9.1% |