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 | $68,559 | $56,199+22.0% | $67,652+1.3% | $59,632+15.0% |
| Participation rate | 69.9% | 71.5%-1.6pp | 75.7%-5.8pp | 68.7%+1.2pp |
| Annual return | 1.28% | 18505.31%-18504.0pp | 6625.04%-6623.8pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $1,319 | $1,614-18.3% | $2,266-41.8% | $2,203-40.1% |
| Participant deferral / active EE | $7,358 | $2,844+158.7% | $3,560+106.7% | $3,192+130.5% |
| Admin fee / account holder | $2,022 | $3,958-48.9% | $4,821-58.1% | $4,297-53.0% |