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 | $82,013 | $124,281-34.0% | $109,143-24.9% | $167,490-51.0% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 11.18% | 26.04%-14.9pp | 25.75%-14.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,387 | $4,207-67.0% | $3,722-62.7% | $4,837-71.3% |
| Participant deferral / active EE | $4,583 | $5,255-12.8% | $4,653-1.5% | $6,341-27.7% |
| Admin fee / account holder | $19,261 | $7,970+141.7% | $6,752+185.3% | $12,309+56.5% |