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 | $78,067 | $83,902-7.0% | $167,512-53.4% | $84,808-7.9% |
| Participation rate | 59.3% | 66.5%-7.1pp | 77.1%-17.7pp | 68.3%-9.0pp |
| Annual return | 16.03% | 91.55%-75.5pp | 1615.79%-1599.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,793 | $2,264-20.8% | $3,882-53.8% | $2,631-31.8% |
| Participant deferral / active EE | $4,538 | $4,442+2.2% | $6,405-29.1% | $4,212+7.8% |
| Admin fee / account holder | $2,436 | $7,915-69.2% | $9,769-75.1% | $7,344-66.8% |