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 | $51,046 | $44,850+13.8% | $60,547-15.7% | $59,632-14.4% |
| Participation rate | 53.1% | 59.5%-6.3pp | 68.0%-14.8pp | 68.7%-15.5pp |
| Annual return | 1.03% | 1074.14%-1073.1pp | 335.64%-334.6pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $986 | $1,462-32.5% | $2,419-59.2% | $2,203-55.2% |
| Participant deferral / active EE | $2,495 | $2,230+11.9% | $3,328-25.0% | $3,192-21.8% |
| Admin fee / account holder | $804 | $3,635-77.9% | $4,536-82.3% | $4,297-81.3% |