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 | $54,559 | $57,281-4.8% | $86,612-37.0% | $75,163-27.4% |
| Participation rate | 48.1% | 63.2%-15.0pp | 71.7%-23.5pp | 67.2%-19.0pp |
| Annual return | 19.29% | 2670.75%-2651.5pp | 591.07%-571.8pp | 160.62%-141.3pp |
| Employer contribution / active EE | $770 | $2,314-66.7% | $3,022-74.5% | $2,670-71.2% |
| Participant deferral / active EE | $2,033 | $3,318-38.7% | $4,438-54.2% | $4,125-50.7% |
| Admin fee / account holder | $358 | $4,112-91.3% | $5,614-93.6% | $5,651-93.7% |