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 | $48,477 | $101,317-52.2% | $146,958-67.0% | $74,495-34.9% |
| Participation rate | 47.8% | 75.5%-27.7pp | 82.2%-34.3pp | 67.2%-19.4pp |
| Annual return | 13.94% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,111 | $3,810-70.8% | $4,933-77.5% | $2,623-57.6% |
| Participant deferral / active EE | $3,944 | $7,303-46.0% | $8,070-51.1% | $4,346-9.2% |
| Admin fee / account holder | $2,549 | $1,739+46.6% | $12,998-80.4% | $1,942+31.3% |