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 | $55,405 | $111,724-50.4% | $93,606-40.8% | $145,922-62.0% |
| Participation rate | 47.4% | 74.2%-26.8pp | 68.7%-21.4pp | 80.3%-32.9pp |
| Annual return | 9.72% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,385 | $3,090-55.2% | $2,420-42.8% | $4,660-70.3% |
| Participant deferral / active EE | $3,339 | $4,912-32.0% | $4,411-24.3% | $6,688-50.1% |
| Admin fee / account holder | $32,486 | $10,250+216.9% | $8,285+292.1% | $13,397+142.5% |