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 | $49,503 | $55,415-10.7% | $155,509-68.2% | $74,495-33.5% |
| Participation rate | 17.7% | 61.9%-44.2pp | 78.2%-60.5pp | 67.2%-49.5pp |
| Annual return | 11.60% | 268.50%-256.9pp | 64.67%-53.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $425 | $2,267-81.3% | $4,672-90.9% | $2,623-83.8% |
| Participant deferral / active EE | $960 | $2,836-66.1% | $5,626-82.9% | $4,346-77.9% |
| Admin fee / account holder | $3,162 | $1,738+81.9% | $15,912-80.1% | $1,942+62.9% |