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 | $33,439 | $60,323-44.6% | $81,812-59.1% | $74,495-55.1% |
| Participation rate | 54.8% | 62.9%-8.0pp | 72.3%-17.5pp | 67.2%-12.4pp |
| Annual return | 14.13% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $555 | $2,620-78.8% | $2,912-80.9% | $2,623-78.8% |
| Participant deferral / active EE | $2,684 | $3,387-20.8% | $4,319-37.8% | $4,346-38.2% |
| Admin fee / account holder | $7,754 | $1,486+421.9% | $7,386+5.0% | $1,942+299.3% |