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 | $35,267 | $55,415-36.4% | $155,509-77.3% | $74,495-52.7% |
| Participation rate | 35.2% | 61.9%-26.7pp | 78.2%-43.0pp | 67.2%-32.0pp |
| Annual return | 21.27% | 268.50%-247.2pp | 64.67%-43.4pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $598 | $2,267-73.6% | $4,672-87.2% | $2,623-77.2% |
| Participant deferral / active EE | $1,460 | $2,836-48.5% | $5,626-74.1% | $4,346-66.4% |
| Admin fee / account holder | $2,810 | $1,738+61.7% | $15,912-82.3% | $1,942+44.7% |