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 | $22,568 | $30,400-25.8% | $53,898-58.1% | $84,808-73.4% |
| Participation rate | 50.0% | 46.4%+3.6pp | 55.0%-5.0pp | 68.3%-18.3pp |
| Annual return | 17.21% | 500.19%-483.0pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $186 | $603-69.1% | $932-80.0% | $2,631-92.9% |
| Participant deferral / active EE | $1,723 | $1,199+43.8% | $1,826-5.7% | $4,212-59.1% |
| Admin fee / account holder | $6,742 | $1,993+238.2% | $2,491+170.7% | $7,344-8.2% |