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 | $60,512 | $102,604-41.0% | $86,188-29.8% | $139,434-56.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 10.32% | 1922.51%-1912.2pp | 1168.45%-1158.1pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,499 | $3,032-50.6% | $2,380-37.0% | $4,751-68.5% |
| Participant deferral / active EE | $2,448 | $4,676-47.6% | $3,985-38.6% | $6,710-63.5% |
| Admin fee / account holder | $50,625 | $8,657+484.8% | $6,852+638.9% | $11,403+344.0% |