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 | $54,036 | $78,485-31.2% | $106,213-49.1% | $74,495-27.5% |
| Participation rate | 65.7% | 72.8%-7.1pp | 75.3%-9.6pp | 67.2%-1.5pp |
| Annual return | 13.29% | 15.95%-2.7pp | 116.14%-102.8pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $755 | $2,523-70.1% | $3,171-76.2% | $2,623-71.2% |
| Participant deferral / active EE | $3,228 | $4,322-25.3% | $5,016-35.7% | $4,346-25.7% |
| Admin fee / account holder | $10,900 | $2,232+388.4% | $11,033-1.2% | $1,942+461.4% |