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 | $95,843 | $115,770-17.2% | $101,248-5.3% | $158,922-39.7% |
| Participation rate | 61.1% | 79.4%-18.3pp | 75.8%-14.7pp | 82.0%-20.8pp |
| Annual return | 9.29% | 56.14%-46.9pp | 46.47%-37.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,288 | $4,175-69.2% | $3,660-64.8% | $4,761-73.0% |
| Participant deferral / active EE | $1,727 | $4,957-65.2% | $4,370-60.5% | $5,982-71.1% |
| Admin fee / account holder | $25,291 | $7,245+249.1% | $5,945+325.4% | $11,246+124.9% |