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 | $51,503 | $82,978-37.9% | $129,995-60.4% | $71,457-27.9% |
| Participation rate | 52.9% | 74.1%-21.1pp | 78.5%-25.5pp | 67.9%-15.0pp |
| Annual return | 15.97% | 20.60%-4.6pp | -137.18%+153.1pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,512 | $2,622-42.3% | $4,320-65.0% | $2,588-41.6% |
| Participant deferral / active EE | $3,017 | $4,432-31.9% | $5,820-48.2% | $4,289-29.6% |
| Admin fee / account holder | $4,204 | $1,729+143.2% | $10,614-60.4% | $1,587+164.8% |