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 | $65,000 | $83,902-22.5% | $167,512-61.2% | $84,808-23.4% |
| Participation rate | 53.3% | 66.5%-13.1pp | 77.1%-23.7pp | 68.3%-15.0pp |
| Annual return | 17.03% | 91.55%-74.5pp | 1615.79%-1598.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,005 | $2,264-55.6% | $3,882-74.1% | $2,631-61.8% |
| Participant deferral / active EE | $1,589 | $4,442-64.2% | $6,405-75.2% | $4,212-62.3% |
| Admin fee / account holder | $18,323 | $7,915+131.5% | $9,769+87.6% | $7,344+149.5% |