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 | $58,565 | $24,733+136.8% | $69,647-15.9% | $74,495-21.4% |
| Participation rate | 33.0% | 63.5%-30.5pp | 66.5%-33.4pp | 67.2%-34.2pp |
| Annual return | 17.31% | 18.55%-1.2pp | 100.48%-83.2pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $1,211 | $1,001+21.0% | $1,712-29.3% | $2,623-53.8% |
| Participant deferral / active EE | $2,056 | $1,901+8.2% | $2,886-28.8% | $4,346-52.7% |
| Admin fee / account holder | $10,918 | $1,892+477.2% | $4,713+131.7% | $1,942+462.3% |