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 | $38,460 | $73,360-47.6% | $177,989-78.4% | $74,495-48.4% |
| Participation rate | 48.9% | 66.6%-17.7pp | 77.1%-28.2pp | 67.2%-18.3pp |
| Annual return | 17.12% | 17.49%-0.4pp | 294.48%-277.4pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $1,119 | $2,216-49.5% | $3,949-71.7% | $2,623-57.4% |
| Participant deferral / active EE | $2,188 | $4,513-51.5% | $6,276-65.1% | $4,346-49.6% |
| Admin fee / account holder | $1,039 | $1,808-42.5% | $10,363-90.0% | $1,942-46.5% |