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 5-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 | $8,532 | $74,888-88.6% | $71,209-88.0% | $142,382-94.0% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.8%-9.5pp | 80.1%-15.8pp |
| Annual return | 17.45% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $722 | $2,854-74.7% | $2,721-73.5% | $4,299-83.2% |
| Participant deferral / active EE | $2,327 | $4,454-47.8% | $4,175-44.3% | $6,507-64.2% |
| Admin fee / account holder | $16,133 | $5,568+189.7% | $5,349+201.6% | $12,624+27.8% |