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 | $39,133 | $85,766-54.4% | $136,294-71.3% | $70,131-44.2% |
| Participation rate | 62.2% | 74.2%-11.9pp | 81.9%-19.7pp | 69.5%-7.3pp |
| Annual return | 20.66% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,528 | $2,966-48.5% | $4,695-67.5% | $2,342-34.8% |
| Participant deferral / active EE | $2,545 | $5,051-49.6% | $6,247-59.3% | $3,332-23.6% |
| Admin fee / account holder | $11,388 | $5,420+110.1% | $9,243+23.2% | $4,645+145.1% |