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 | $29,010 | $228,332-87.3% | $185,823-84.4% | $158,922-81.7% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 4.96% | 40.80%-35.8pp | 35.95%-31.0pp | 302.83%-297.9pp |
| Employer contribution / active EE | $9,973 | $4,967+100.8% | $4,087+144.0% | $4,761+109.5% |
| Participant deferral / active EE | $2,372 | $6,415-63.0% | $5,632-57.9% | $5,982-60.3% |
| Admin fee / account holder | $107,663 | $11,864+807.5% | $9,500+1033.3% | $11,246+857.4% |