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 | $31,794 | $83,902-62.1% | $167,512-81.0% | $84,808-62.5% |
| Participation rate | 58.2% | 66.5%-8.3pp | 77.1%-18.8pp | 68.3%-10.1pp |
| Annual return | 13.99% | 91.55%-77.6pp | 1615.79%-1601.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,363 | $2,264-39.8% | $3,882-64.9% | $2,631-48.2% |
| Participant deferral / active EE | $2,460 | $4,442-44.6% | $6,405-61.6% | $4,212-41.6% |
| Admin fee / account holder | $7,741 | $7,915-2.2% | $9,769-20.8% | $7,344+5.4% |