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 | $78,756 | $83,902-6.1% | $167,512-53.0% | $84,808-7.1% |
| Participation rate | 54.0% | 66.5%-12.4pp | 77.1%-23.0pp | 68.3%-14.3pp |
| Annual return | 13.89% | 91.55%-77.7pp | 1615.79%-1601.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,891 | $2,264-16.5% | $3,882-51.3% | $2,631-28.1% |
| Participant deferral / active EE | $3,651 | $4,442-17.8% | $6,405-43.0% | $4,212-13.3% |
| Admin fee / account holder | $13,266 | $7,915+67.6% | $9,769+35.8% | $7,344+80.6% |