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 | $62,647 | $83,902-25.3% | $167,512-62.6% | $84,808-26.1% |
| Participation rate | 53.8% | 66.5%-12.6pp | 77.1%-23.2pp | 68.3%-14.5pp |
| Annual return | 15.35% | 91.55%-76.2pp | 1615.79%-1600.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,229 | $2,264-45.7% | $3,882-68.3% | $2,631-53.3% |
| Participant deferral / active EE | $3,040 | $4,442-31.6% | $6,405-52.5% | $4,212-27.8% |
| Admin fee / account holder | $12,138 | $7,915+53.4% | $9,769+24.2% | $7,344+65.3% |