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 | $32,518 | $55,415-41.3% | $155,509-79.1% | $74,495-56.3% |
| Participation rate | 69.2% | 61.9%+7.3pp | 78.2%-9.0pp | 67.2%+2.0pp |
| Annual return | 11.30% | 268.50%-257.2pp | 64.67%-53.4pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,968 | $2,267-13.2% | $4,672-57.9% | $2,623-25.0% |
| Participant deferral / active EE | $2,781 | $2,836-1.9% | $5,626-50.6% | $4,346-36.0% |
| Admin fee / account holder | $6,077 | $1,738+249.6% | $15,912-61.8% | $1,942+213.0% |