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 | $36,514 | $62,127-41.2% | $81,382-55.1% | $74,495-51.0% |
| Participation rate | 28.6% | 64.0%-35.5pp | 69.5%-40.9pp | 67.2%-38.6pp |
| Annual return | 11.74% | 16.48%-4.7pp | 24.73%-13.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $609 | $1,882-67.6% | $2,463-75.3% | $2,623-76.8% |
| Participant deferral / active EE | $1,397 | $3,229-56.8% | $3,883-64.0% | $4,346-67.9% |
| Admin fee / account holder | $24,712 | $1,934+1177.5% | $5,768+328.4% | $1,942+1172.7% |