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 | $46,551 | $63,346-26.5% | $92,233-49.5% | $70,131-33.6% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 20.18% | 530.12%-509.9pp | 176.28%-156.1pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,601 | $2,471-35.2% | $3,679-56.5% | $2,342-31.6% |
| Participant deferral / active EE | $3,190 | $2,854+11.8% | $3,897-18.1% | $3,332-4.2% |
| Admin fee / account holder | $396 | $3,840-89.7% | $5,194-92.4% | $4,645-91.5% |