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 | $52,878 | $68,346-22.6% | $94,646-44.1% | $75,163-29.6% |
| Participation rate | 45.2% | 76.1%-30.9pp | 80.8%-35.6pp | 67.2%-22.0pp |
| Annual return | 20.07% | 616.93%-596.9pp | 156.71%-136.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,401 | $2,701-48.1% | $3,672-61.8% | $2,670-47.5% |
| Participant deferral / active EE | $4,346 | $6,537-33.5% | $7,418-41.4% | $4,125+5.3% |
| Admin fee / account holder | $6,720 | $5,326+26.2% | $7,231-7.1% | $5,651+18.9% |