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 | $73,068 | $101,317-27.9% | $146,958-50.3% | $74,495-1.9% |
| Participation rate | 37.9% | 75.5%-37.6pp | 82.2%-44.2pp | 67.2%-29.3pp |
| Annual return | 16.47% | 8730.91%-8714.4pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,115 | $3,810-70.7% | $4,933-77.4% | $2,623-57.5% |
| Participant deferral / active EE | $4,458 | $7,303-39.0% | $8,070-44.8% | $4,346+2.6% |
| Admin fee / account holder | $1,359 | $1,739-21.9% | $12,998-89.5% | $1,942-30.0% |