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 | $56,131 | $58,927-4.7% | $76,817-26.9% | $72,985-23.1% |
| Participation rate | 46.7% | 67.3%-20.6pp | 72.1%-25.3pp | 69.5%-22.7pp |
| Annual return | 20.94% | 2305.64%-2284.7pp | 1166.11%-1145.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,226 | $1,787-31.4% | $2,302-46.7% | $2,440-49.7% |
| Participant deferral / active EE | $2,094 | $2,690-22.2% | $3,336-37.2% | $3,607-41.9% |
| Admin fee / account holder | $9,574 | $4,013+138.6% | $6,420+49.1% | $5,124+86.8% |