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 | $36,178 | $56,199-35.6% | $67,652-46.5% | $59,632-39.3% |
| Participation rate | 52.9% | 71.5%-18.5pp | 75.7%-22.7pp | 68.7%-15.7pp |
| Annual return | 4.35% | 18505.31%-18501.0pp | 6625.04%-6620.7pp | 2041.28%-2036.9pp |
| Employer contribution / active EE | $714 | $1,614-55.8% | $2,266-68.5% | $2,203-67.6% |
| Participant deferral / active EE | $4,181 | $2,844+47.0% | $3,560+17.5% | $3,192+31.0% |
| Admin fee / account holder | $1,517 | $3,958-61.7% | $4,821-68.5% | $4,297-64.7% |