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 | $51,287 | $102,604-50.0% | $86,188-40.5% | $139,434-63.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 8.86% | 1922.51%-1913.6pp | 1168.45%-1159.6pp | 372.94%-364.1pp |
| Employer contribution / active EE | $871 | $3,032-71.3% | $2,380-63.4% | $4,751-81.7% |
| Participant deferral / active EE | $1,939 | $4,676-58.5% | $3,985-51.4% | $6,710-71.1% |
| Admin fee / account holder | $8,725 | $8,657+0.8% | $6,852+27.3% | $11,403-23.5% |