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 | $78,276 | $83,902-6.7% | $167,512-53.3% | $84,808-7.7% |
| Participation rate | 56.7% | 66.5%-9.7pp | 77.1%-20.3pp | 68.3%-11.6pp |
| Annual return | 17.61% | 91.55%-73.9pp | 1615.79%-1598.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,913 | $2,264-15.5% | $3,882-50.7% | $2,631-27.3% |
| Participant deferral / active EE | $3,222 | $4,442-27.5% | $6,405-49.7% | $4,212-23.5% |
| Admin fee / account holder | $2,474 | $7,915-68.7% | $9,769-74.7% | $7,344-66.3% |