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 | $62,299 | $56,199+10.9% | $67,652-7.9% | $59,632+4.5% |
| Participation rate | 65.2% | 71.5%-6.3pp | 75.7%-10.5pp | 68.7%-3.5pp |
| Annual return | 0.76% | 18505.31%-18504.6pp | 6625.04%-6624.3pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,287 | $1,614-20.3% | $2,266-43.2% | $2,203-41.6% |
| Participant deferral / active EE | $2,323 | $2,844-18.3% | $3,560-34.8% | $3,192-27.2% |
| Admin fee / account holder | $7,816 | $3,958+97.5% | $4,821+62.1% | $4,297+81.9% |