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 | $30,517 | $70,587-56.8% | $124,672-75.5% | $85,850-64.5% |
| Participation rate | 60.0% | 64.4%-4.4pp | 74.6%-14.6pp | 69.3%-9.3pp |
| Annual return | 14.91% | 20688.83%-20673.9pp | 5142.93%-5128.0pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,756 | $1,913-8.2% | $3,324-47.2% | $2,565-31.5% |
| Participant deferral / active EE | $3,085 | $2,969+3.9% | $4,614-33.1% | $3,952-21.9% |
| Admin fee / account holder | $1,371 | $5,282-74.1% | $7,493-81.7% | $6,260-78.1% |