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 | $60,206 | $56,199+7.1% | $67,652-11.0% | $59,632+1.0% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | 1.49% | 18505.31%-18503.8pp | 6625.04%-6623.6pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $339 | $1,614-79.0% | $2,266-85.0% | $2,203-84.6% |
| Participant deferral / active EE | $1,613 | $2,844-43.3% | $3,560-54.7% | $3,192-49.5% |
| Admin fee / account holder | $6,172 | $3,958+55.9% | $4,821+28.0% | $4,297+43.6% |