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 | $44,465 | $80,812-45.0% | $160,784-72.3% | $82,448-46.1% |
| Participation rate | 53.3% | 66.2%-12.9pp | 77.0%-23.6pp | 68.1%-14.7pp |
| Annual return | 14.92% | 100.59%-85.7pp | 1803.92%-1789.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,351 | $2,174-37.8% | $3,733-63.8% | $2,551-47.0% |
| Participant deferral / active EE | $2,364 | $4,335-45.5% | $6,293-62.4% | $4,139-42.9% |
| Admin fee / account holder | $4,810 | $7,695-37.5% | $9,717-50.5% | $7,234-33.5% |