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 | $51,616 | $56,199-8.2% | $67,652-23.7% | $59,632-13.4% |
| Participation rate | 65.4% | 71.5%-6.1pp | 75.7%-10.3pp | 68.7%-3.3pp |
| Annual return | 1.70% | 18505.31%-18503.6pp | 6625.04%-6623.3pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $439 | $1,614-72.8% | $2,266-80.6% | $2,203-80.1% |
| Participant deferral / active EE | $2,937 | $2,844+3.3% | $3,560-17.5% | $3,192-8.0% |
| Admin fee / account holder | $3,992 | $3,958+0.9% | $4,821-17.2% | $4,297-7.1% |