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 | $22,442 | $63,346-64.6% | $92,233-75.7% | $70,131-68.0% |
| Participation rate | 38.6% | 68.7%-30.1pp | 76.5%-37.9pp | 69.5%-30.9pp |
| Annual return | 30.86% | 530.12%-499.3pp | 176.28%-145.4pp | 73.14%-42.3pp |
| Employer contribution / active EE | $1,132 | $2,471-54.2% | $3,679-69.2% | $2,342-51.7% |
| Participant deferral / active EE | $2,410 | $2,854-15.5% | $3,897-38.1% | $3,332-27.7% |
| Admin fee / account holder | $910 | $3,840-76.3% | $5,194-82.5% | $4,645-80.4% |