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 | $33,462 | $75,828-55.9% | $147,614-77.3% | $59,632-43.9% |
| Participation rate | 65.6% | 71.6%-6.0pp | 84.6%-19.0pp | 68.7%-3.1pp |
| Annual return | 21.50% | 0.37%+21.1pp | 61.98%-40.5pp | 2041.28%-2019.8pp |
| Employer contribution / active EE | $2,869 | $3,485-17.7% | $5,564-48.4% | $2,203+30.2% |
| Participant deferral / active EE | $6,675 | $3,130+113.2% | $4,895+36.4% | $3,192+109.1% |
| Admin fee / account holder | $1,431 | $5,985-76.1% | $11,611-87.7% | $4,297-66.7% |