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 | $54,500 | $83,902-35.0% | $167,512-67.5% | $84,808-35.7% |
| Participation rate | 58.0% | 66.5%-8.5pp | 77.1%-19.1pp | 68.3%-10.3pp |
| Annual return | 22.51% | 91.55%-69.0pp | 1615.79%-1593.3pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,991 | $2,264-12.1% | $3,882-48.7% | $2,631-24.3% |
| Participant deferral / active EE | $4,427 | $4,442-0.4% | $6,405-30.9% | $4,212+5.1% |
| Admin fee / account holder | $1,681 | $7,915-78.8% | $9,769-82.8% | $7,344-77.1% |