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 | $61,394 | $80,812-24.0% | $160,784-61.8% | $82,448-25.5% |
| Participation rate | 30.5% | 66.2%-35.7pp | 77.0%-46.5pp | 68.1%-37.6pp |
| Annual return | 13.50% | 100.59%-87.1pp | 1803.92%-1790.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $957 | $2,174-56.0% | $3,733-74.4% | $2,551-62.5% |
| Participant deferral / active EE | $2,114 | $4,335-51.2% | $6,293-66.4% | $4,139-48.9% |
| Admin fee / account holder | $7,847 | $7,695+2.0% | $9,717-19.2% | $7,234+8.5% |