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 | $35,791 | $86,286-58.5% | $111,297-67.8% | $85,850-58.3% |
| Participation rate | 40.0% | 73.3%-33.3pp | 77.3%-37.3pp | 69.3%-29.3pp |
| Annual return | 20.82% | 19.99%+0.8pp | 54.65%-33.8pp | 318.53%-297.7pp |
| Employer contribution / active EE | $713 | $2,043-65.1% | $2,731-73.9% | $2,565-72.2% |
| Participant deferral / active EE | $2,200 | $3,641-39.6% | $4,487-51.0% | $3,952-44.3% |
| Admin fee / account holder | $26,972 | $8,188+229.4% | $7,964+238.7% | $6,260+330.9% |