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 | $67,969 | $99,652-31.8% | $78,778-13.7% | $147,584-53.9% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 20.20% | 47.28%-27.1pp | 35.62%-15.4pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,505 | $2,796-46.2% | $1,986-24.2% | $4,876-69.1% |
| Participant deferral / active EE | $1,928 | $3,664-47.4% | $2,958-34.8% | $5,439-64.6% |
| Admin fee / account holder | $16,457 | $7,155+130.0% | $5,134+220.6% | $10,885+51.2% |