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 | $39,679 | $61,272-35.2% | $149,673-73.5% | $71,457-44.5% |
| Participation rate | 54.1% | 62.5%-8.4pp | 78.8%-24.6pp | 67.9%-13.8pp |
| Annual return | 16.88% | 35.85%-19.0pp | 134.42%-117.5pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,388 | $2,378-41.7% | $4,818-71.2% | $2,588-46.4% |
| Participant deferral / active EE | $1,584 | $2,917-45.7% | $5,680-72.1% | $4,289-63.1% |
| Admin fee / account holder | $4,740 | $1,261+275.8% | $13,210-64.1% | $1,587+198.6% |