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 | $33,581 | $46,722-28.1% | $130,648-74.3% | $65,185-48.5% |
| Participation rate | 51.2% | 60.9%-9.8pp | 71.7%-20.6pp | 70.2%-19.0pp |
| Annual return | 19.65% | 24.17%-4.5pp | 1708.96%-1689.3pp | 29.38%-9.7pp |
| Employer contribution / active EE | $396 | $1,488-73.4% | $4,092-90.3% | $2,177-81.8% |
| Participant deferral / active EE | $1,723 | $2,545-32.3% | $3,603-52.2% | $3,514-51.0% |
| Admin fee / account holder | $1,598 | $453+252.9% | $5,464-70.8% | $847+88.6% |