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 | $55,285 | $109,817-49.7% | $98,442-43.8% | $167,490-67.0% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 14.11% | 1956.69%-1942.6pp | 1492.73%-1478.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $745 | $3,224-76.9% | $2,960-74.8% | $4,837-84.6% |
| Participant deferral / active EE | $1,220 | $4,673-73.9% | $4,276-71.5% | $6,341-80.8% |
| Admin fee / account holder | $8,684 | $6,753+28.6% | $5,949+46.0% | $12,309-29.4% |