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 | $34,261 | $60,124-43.0% | $90,404-62.1% | $79,858-57.1% |
| Participation rate | 58.6% | 65.0%-6.4pp | 72.7%-14.1pp | 69.6%-11.0pp |
| Annual return | 16.65% | 71.94%-55.3pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $867 | $2,068-58.1% | $3,262-73.4% | $2,471-64.9% |
| Participant deferral / active EE | $1,577 | $2,938-46.3% | $3,963-60.2% | $3,740-57.8% |
| Admin fee / account holder | $761 | $3,976-80.9% | $5,611-86.4% | $5,306-85.7% |