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 | $39,001 | $55,415-29.6% | $155,509-74.9% | $74,495-47.6% |
| Participation rate | 46.0% | 61.9%-15.9pp | 78.2%-32.2pp | 67.2%-21.2pp |
| Annual return | 11.70% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $851 | $2,267-62.5% | $4,672-81.8% | $2,623-67.5% |
| Participant deferral / active EE | $1,333 | $2,836-53.0% | $5,626-76.3% | $4,346-69.3% |
| Admin fee / account holder | $3,521 | $1,738+102.6% | $15,912-77.9% | $1,942+81.4% |