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 | $44,471 | $101,499-56.2% | $147,005-69.7% | $74,546-40.3% |
| Participation rate | 50.4% | 75.5%-25.2pp | 82.2%-31.8pp | 67.2%-16.9pp |
| Annual return | 14.82% | 8732.34%-8717.5pp | 418.76%-403.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $1,140 | $3,811-70.1% | $4,934-76.9% | $2,624-56.6% |
| Participant deferral / active EE | $3,661 | $7,304-49.9% | $8,070-54.6% | $4,347-15.8% |
| Admin fee / account holder | $2,055 | $1,748+17.6% | $13,006-84.2% | $1,944+5.7% |