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 | $58,066 | $60,323-3.7% | $81,812-29.0% | $74,495-22.1% |
| Participation rate | 56.6% | 62.9%-6.3pp | 72.3%-15.8pp | 67.2%-10.6pp |
| Annual return | 12.15% | 16.90%-4.8pp | 773.79%-761.6pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,216 | $2,620-53.6% | $2,912-58.2% | $2,623-53.6% |
| Participant deferral / active EE | $3,909 | $3,387+15.4% | $4,319-9.5% | $4,346-10.1% |
| Admin fee / account holder | $7,021 | $1,486+372.5% | $7,386-4.9% | $1,942+261.6% |