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 | $79,554 | $58,927+35.0% | $76,817+3.6% | $72,985+9.0% |
| Participation rate | 59.6% | 67.3%-7.8pp | 72.1%-12.5pp | 69.5%-9.9pp |
| Annual return | 21.22% | 2305.64%-2284.4pp | 1166.11%-1144.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $583 | $1,787-67.4% | $2,302-74.7% | $2,440-76.1% |
| Participant deferral / active EE | $2,682 | $2,690-0.3% | $3,336-19.6% | $3,607-25.7% |
| Admin fee / account holder | $2,940 | $4,013-26.7% | $6,420-54.2% | $5,124-42.6% |