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 | $50,975 | $100,852-49.5% | $90,404-43.6% | $158,922-67.9% |
| Participation rate | 23.5% | 75.0%-51.5pp | 72.7%-49.2pp | 82.0%-58.4pp |
| Annual return | 6.49% | 1724.20%-1717.7pp | 1293.02%-1286.5pp | 302.83%-296.3pp |
| Employer contribution / active EE | $679 | $3,689-81.6% | $3,262-79.2% | $4,761-85.7% |
| Participant deferral / active EE | $923 | $4,348-78.8% | $3,963-76.7% | $5,982-84.6% |
| Admin fee / account holder | $15,169 | $6,501+133.3% | $5,611+170.3% | $11,246+34.9% |