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 | $81,595 | $83,902-2.7% | $167,512-51.3% | $84,808-3.8% |
| Participation rate | 56.4% | 66.5%-10.1pp | 77.1%-20.7pp | 68.3%-11.9pp |
| Annual return | 14.33% | 91.55%-77.2pp | 1615.79%-1601.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,414 | $2,264-37.5% | $3,882-63.6% | $2,631-46.3% |
| Participant deferral / active EE | $2,562 | $4,442-42.3% | $6,405-60.0% | $4,212-39.2% |
| Admin fee / account holder | $21,134 | $7,915+167.0% | $9,769+116.3% | $7,344+187.8% |