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 | $43,488 | $62,409-30.3% | $120,368-63.9% | $74,546-41.7% |
| Participation rate | 45.5% | 56.8%-11.2pp | 71.9%-26.4pp | 67.2%-21.7pp |
| Annual return | 17.68% | 18.62%-0.9pp | 107.26%-89.6pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $963 | $1,847-47.8% | $3,465-72.2% | $2,624-63.3% |
| Participant deferral / active EE | $1,799 | $2,888-37.7% | $4,991-64.0% | $4,347-58.6% |
| Admin fee / account holder | $10,545 | $2,394+340.6% | $9,429+11.8% | $1,944+442.6% |