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 | $61,243 | $83,902-27.0% | $167,512-63.4% | $84,808-27.8% |
| Participation rate | 65.1% | 66.5%-1.3pp | 77.1%-11.9pp | 68.3%-3.2pp |
| Annual return | 13.68% | 91.55%-77.9pp | 1615.79%-1602.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,126 | $2,264-6.1% | $3,882-45.2% | $2,631-19.2% |
| Participant deferral / active EE | $3,479 | $4,442-21.7% | $6,405-45.7% | $4,212-17.4% |
| Admin fee / account holder | $1,438 | $7,915-81.8% | $9,769-85.3% | $7,344-80.4% |