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 | $78,575 | $83,902-6.3% | $167,512-53.1% | $84,808-7.3% |
| Participation rate | 61.9% | 66.5%-4.6pp | 77.1%-15.2pp | 68.3%-6.5pp |
| Annual return | 19.80% | 91.55%-71.7pp | 1615.79%-1596.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,241 | $2,264-45.2% | $3,882-68.0% | $2,631-52.8% |
| Participant deferral / active EE | $3,998 | $4,442-10.0% | $6,405-37.6% | $4,212-5.1% |
| Admin fee / account holder | $4,428 | $7,915-44.1% | $9,769-54.7% | $7,344-39.7% |