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 | $59,279 | $83,902-29.3% | $167,512-64.6% | $84,808-30.1% |
| Participation rate | 59.6% | 66.5%-6.9pp | 77.1%-17.5pp | 68.3%-8.7pp |
| Annual return | 19.37% | 91.55%-72.2pp | 1615.79%-1596.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,838 | $2,264-18.8% | $3,882-52.7% | $2,631-30.2% |
| Participant deferral / active EE | $3,340 | $4,442-24.8% | $6,405-47.8% | $4,212-20.7% |
| Admin fee / account holder | $2,334 | $7,915-70.5% | $9,769-76.1% | $7,344-68.2% |