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 | $71,530 | $80,812-11.5% | $160,784-55.5% | $82,448-13.2% |
| Participation rate | 53.8% | 66.2%-12.4pp | 77.0%-23.1pp | 68.1%-14.2pp |
| Annual return | 19.68% | 100.59%-80.9pp | 1803.92%-1784.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,242 | $2,174-42.9% | $3,733-66.7% | $2,551-51.3% |
| Participant deferral / active EE | $4,870 | $4,335+12.3% | $6,293-22.6% | $4,139+17.6% |
| Admin fee / account holder | $2,231 | $7,695-71.0% | $9,717-77.0% | $7,234-69.2% |