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 | $42,577 | $109,817-61.2% | $98,442-56.7% | $167,490-74.6% |
| Participation rate | 69.6% | 75.8%-6.3pp | 73.3%-3.8pp | 82.1%-12.5pp |
| Annual return | 12.10% | 1956.69%-1944.6pp | 1492.73%-1480.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,681 | $3,224-47.8% | $2,960-43.2% | $4,837-65.2% |
| Participant deferral / active EE | $2,452 | $4,673-47.5% | $4,276-42.7% | $6,341-61.3% |
| Admin fee / account holder | $14,375 | $6,753+112.9% | $5,949+141.6% | $12,309+16.8% |