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 | $34,408 | $49,922-31.1% | $80,569-57.3% | $75,163-54.2% |
| Participation rate | 53.2% | 55.3%-2.1pp | 67.0%-13.8pp | 67.2%-13.9pp |
| Annual return | 19.51% | 34.69%-15.2pp | 935.43%-915.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,174 | $1,698-30.9% | $2,723-56.9% | $2,670-56.0% |
| Participant deferral / active EE | $1,573 | $2,990-47.4% | $4,447-64.6% | $4,125-61.9% |
| Admin fee / account holder | $4,124 | $3,577+15.3% | $5,377-23.3% | $5,651-27.0% |