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 | $27,472 | $58,694-53.2% | $142,863-80.8% | $85,850-68.0% |
| Participation rate | 38.2% | 58.5%-20.3pp | 71.9%-33.8pp | 69.3%-31.1pp |
| Annual return | 14.95% | 27.72%-12.8pp | 5637.54%-5622.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,264 | $1,423-11.1% | $4,144-69.5% | $2,565-50.7% |
| Participant deferral / active EE | $0 | $2,607-100.0% | $3,837-100.0% | $3,952-100.0% |
| Admin fee / account holder | $801 | $4,239-81.1% | $6,560-87.8% | $6,260-87.2% |