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 | $42,113 | $102,604-59.0% | $86,188-51.1% | $139,434-69.8% |
| Participation rate | 54.5% | 74.5%-20.0pp | 69.0%-14.4pp | 80.3%-25.8pp |
| Annual return | 15.98% | 1922.51%-1906.5pp | 1168.45%-1152.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $868 | $3,032-71.4% | $2,380-63.5% | $4,751-81.7% |
| Participant deferral / active EE | $3,732 | $4,676-20.2% | $3,985-6.4% | $6,710-44.4% |
| Admin fee / account holder | $4,624 | $8,657-46.6% | $6,852-32.5% | $11,403-59.4% |