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 | $50,874 | $56,199-9.5% | $67,652-24.8% | $59,632-14.7% |
| Participation rate | 62.3% | 71.5%-9.2pp | 75.7%-13.4pp | 68.7%-6.4pp |
| Annual return | 0.52% | 18505.31%-18504.8pp | 6625.04%-6624.5pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $934 | $1,614-42.2% | $2,266-58.8% | $2,203-57.6% |
| Participant deferral / active EE | $2,845 | $2,8440% | $3,560-20.1% | $3,192-10.9% |
| Admin fee / account holder | $2,285 | $3,958-42.3% | $4,821-52.6% | $4,297-46.8% |