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 | $44,465 | $83,902-47.0% | $167,512-73.5% | $84,808-47.6% |
| Participation rate | 53.3% | 66.5%-13.1pp | 77.1%-23.7pp | 68.3%-15.0pp |
| Annual return | 14.92% | 91.55%-76.6pp | 1615.79%-1600.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,351 | $2,264-40.3% | $3,882-65.2% | $2,631-48.6% |
| Participant deferral / active EE | $2,364 | $4,442-46.8% | $6,405-63.1% | $4,212-43.9% |
| Admin fee / account holder | $4,810 | $7,915-39.2% | $9,769-50.8% | $7,344-34.5% |