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 | $44,176 | $102,966-57.1% | $90,281-51.1% | $152,861-71.1% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 22.22% | 95.16%-72.9pp | 78.10%-55.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $946 | $3,139-69.9% | $2,854-66.9% | $4,762-80.1% |
| Participant deferral / active EE | $2,926 | $4,281-31.7% | $3,885-24.7% | $5,850-50.0% |
| Admin fee / account holder | $1,737 | $6,171-71.8% | $5,351-67.5% | $11,596-85.0% |