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 | $52,180 | $55,415-5.8% | $155,509-66.4% | $74,495-30.0% |
| Participation rate | 47.5% | 61.9%-14.4pp | 78.2%-30.7pp | 67.2%-19.7pp |
| Annual return | 12.95% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $495 | $2,267-78.2% | $4,672-89.4% | $2,623-81.1% |
| Participant deferral / active EE | $1,349 | $2,836-52.4% | $5,626-76.0% | $4,346-69.0% |
| Admin fee / account holder | $6,249 | $1,738+259.5% | $15,912-60.7% | $1,942+221.8% |