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 | $72,071-88.2% | $68,368-87.5% | $137,256-93.8% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 17.45% | 353.14%-335.7pp | 292.57%-275.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $722 | $2,788-74.1% | $2,649-72.8% | $4,156-82.6% |
| Participant deferral / active EE | $2,327 | $4,410-47.2% | $4,123-43.6% | $6,407-63.7% |
| Admin fee / account holder | $16,133 | $5,336+202.4% | $5,150+213.3% | $12,270+31.5% |