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 | $28,282 | $62,327-54.6% | $120,354-76.5% | $74,495-62.0% |
| Participation rate | 46.3% | 56.8%-10.5pp | 71.9%-25.6pp | 67.2%-20.9pp |
| Annual return | 12.38% | 18.61%-6.2pp | 107.15%-94.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,064 | $1,843-42.3% | $3,463-69.3% | $2,623-59.4% |
| Participant deferral / active EE | $1,606 | $2,893-44.5% | $4,991-67.8% | $4,346-63.0% |
| Admin fee / account holder | $9,690 | $2,396+304.5% | $9,423+2.8% | $1,942+399.1% |