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 | $36,917 | $68,097-45.8% | $62,929-41.3% | $137,256-73.1% |
| Participation rate | 63.6% | 77.4%-13.8pp | 73.1%-9.5pp | 80.0%-16.3pp |
| Annual return | 16.13% | 1859.11%-1843.0pp | 1063.93%-1047.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $492 | $2,811-82.5% | $2,505-80.3% | $4,156-88.2% |
| Participant deferral / active EE | $4,539 | $4,553-0.3% | $3,888+16.7% | $6,407-29.1% |
| Admin fee / account holder | $13,249 | $6,521+103.2% | $5,065+161.6% | $12,270+8.0% |