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 | $38,392 | $63,346-39.4% | $92,233-58.4% | $70,131-45.3% |
| Participation rate | 54.2% | 68.7%-14.4pp | 76.5%-22.2pp | 69.5%-15.3pp |
| Annual return | 15.70% | 530.12%-514.4pp | 176.28%-160.6pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,688 | $2,471-31.7% | $3,679-54.1% | $2,342-27.9% |
| Participant deferral / active EE | $3,821 | $2,854+33.9% | $3,897-2.0% | $3,332+14.7% |
| Admin fee / account holder | $2,295 | $3,840-40.2% | $5,194-55.8% | $4,645-50.6% |