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 | $33,116 | $48,570-31.8% | $130,648-74.7% | $72,985-54.6% |
| Participation rate | 23.6% | 58.6%-34.9pp | 71.7%-48.1pp | 69.5%-45.8pp |
| Annual return | 17.59% | 38.63%-21.0pp | 1708.96%-1691.4pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $946 | $2,384-60.3% | $3,603-73.7% | $3,607-73.8% |
| Admin fee / account holder | $1,148 | $3,549-67.6% | $5,464-79.0% | $5,124-77.6% |