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 | $42,292 | $102,317-58.7% | $146,958-71.2% | $80,856-47.7% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.2%-13.1pp | 67.6%+1.4pp |
| Annual return | 14.01% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,918 | $3,713-21.4% | $4,933-40.8% | $2,755+5.9% |
| Participant deferral / active EE | $4,966 | $6,644-25.3% | $8,070-38.5% | $4,296+15.6% |
| Admin fee / account holder | $4,044 | $7,941-49.1% | $12,998-68.9% | $6,918-41.5% |