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 | $54,734 | $54,701+0.1% | $86,188-36.5% | $71,457-23.4% |
| Participation rate | 37.3% | 60.1%-22.8pp | 69.0%-31.7pp | 67.9%-30.6pp |
| Annual return | 18.12% | 20.06%-1.9pp | 1168.45%-1150.3pp | 28.85%-10.7pp |
| Employer contribution / active EE | $371 | $1,265-70.7% | $2,380-84.4% | $2,588-85.7% |
| Participant deferral / active EE | $1,747 | $3,108-43.8% | $3,985-56.2% | $4,289-59.3% |
| Admin fee / account holder | $3,761 | $1,922+95.7% | $6,852-45.1% | $1,587+136.9% |