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 | $65,516 | $81,625-19.7% | $167,512-60.9% | $74,304-11.8% |
| Participation rate | 32.7% | 60.0%-27.3pp | 77.1%-44.3pp | 60.3%-27.6pp |
| Annual return | 15.42% | 26.09%-10.7pp | 1615.79%-1600.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,223 | $2,010-39.2% | $3,882-68.5% | $2,241-45.4% |
| Participant deferral / active EE | $2,372 | $4,115-42.3% | $6,405-63.0% | $3,767-37.0% |
| Admin fee / account holder | $5,737 | $3,474+65.1% | $9,769-41.3% | $2,969+93.2% |