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 | $60,635 | $96,305-37.0% | $80,569-24.7% | $139,434-56.5% |
| Participation rate | 54.2% | 73.6%-19.5pp | 67.0%-12.8pp | 80.3%-26.2pp |
| Annual return | 13.49% | 1350.08%-1336.6pp | 935.43%-921.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $805 | $3,262-75.3% | $2,723-70.5% | $4,751-83.1% |
| Participant deferral / active EE | $1,449 | $5,232-72.3% | $4,447-67.4% | $6,710-78.4% |
| Admin fee / account holder | $12,211 | $6,599+85.1% | $5,377+127.1% | $11,403+7.1% |