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 | $36,400 | $91,538-60.2% | $129,995-72.0% | $75,163-51.6% |
| Participation rate | 49.4% | 71.4%-22.1pp | 78.5%-29.1pp | 67.2%-17.8pp |
| Annual return | 16.66% | -631.11%+647.8pp | -137.18%+153.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,249 | $2,845-21.0% | $4,320-47.9% | $2,670-15.8% |
| Participant deferral / active EE | $3,311 | $4,341-23.7% | $5,820-43.1% | $4,125-19.7% |
| Admin fee / account holder | $2,628 | $6,790-61.3% | $10,614-75.2% | $5,651-53.5% |