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 | $41,974 | $83,902-50.0% | $167,512-74.9% | $84,808-50.5% |
| Participation rate | 58.1% | 66.5%-8.4pp | 77.1%-18.9pp | 68.3%-10.2pp |
| Annual return | 19.32% | 91.55%-72.2pp | 1615.79%-1596.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,618 | $2,264+15.6% | $3,882-32.6% | $2,631-0.5% |
| Participant deferral / active EE | $5,169 | $4,442+16.3% | $6,405-19.3% | $4,212+22.7% |
| Admin fee / account holder | $4,484 | $7,915-43.3% | $9,769-54.1% | $7,344-38.9% |