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 | $53,197 | $60,124-11.5% | $90,404-41.2% | $79,858-33.4% |
| Participation rate | 38.5% | 65.0%-26.5pp | 72.7%-34.2pp | 69.6%-31.2pp |
| Annual return | 14.14% | 71.94%-57.8pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $861 | $2,068-58.4% | $3,262-73.6% | $2,471-65.2% |
| Participant deferral / active EE | $1,610 | $2,938-45.2% | $3,963-59.4% | $3,740-57.0% |
| Admin fee / account holder | $1,461 | $3,976-63.3% | $5,611-74.0% | $5,306-72.5% |