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 | $26,645 | $40,385-34.0% | $80,569-66.9% | $74,419-64.2% |
| Participation rate | 21.1% | 47.4%-26.3pp | 67.0%-45.9pp | 70.7%-49.6pp |
| Annual return | 17.31% | 164.85%-147.5pp | 935.43%-918.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $275 | $1,496-81.6% | $2,723-89.9% | $2,637-89.6% |
| Participant deferral / active EE | $658 | $2,674-75.4% | $4,447-85.2% | $4,528-85.5% |
| Admin fee / account holder | $4,386 | $720+509.3% | $5,377-18.4% | $348+1161.0% |