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 | $44,306 | $60,323-26.6% | $81,812-45.8% | $74,495-40.5% |
| Participation rate | 34.8% | 62.9%-28.0pp | 72.3%-37.5pp | 67.2%-32.4pp |
| Annual return | 17.82% | 16.90%+0.9pp | 773.79%-756.0pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $698 | $2,620-73.4% | $2,912-76.0% | $2,623-73.4% |
| Participant deferral / active EE | $1,514 | $3,387-55.3% | $4,319-64.9% | $4,346-65.2% |
| Admin fee / account holder | $23,241 | $1,486+1464.2% | $7,386+214.7% | $1,942+1096.9% |