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 | $30,687 | $75,125-59.2% | $289,028-89.4% | $75,125-59.2% |
| Participation rate | 41.1% | 56.0%-15.0pp | 78.0%-36.9pp | 56.0%-15.0pp |
| Annual return | 13.48% | 14.51%-1.0pp | 243.94%-230.5pp | 14.51%-1.0pp |
| Employer contribution / active EE | $1,280 | $3,379-62.1% | $6,326-79.8% | $3,379-62.1% |
| Participant deferral / active EE | $1,808 | $2,962-39.0% | $4,804-62.4% | $2,962-39.0% |
| Admin fee / account holder | $5,718 | $1,235+363.0% | $14,050-59.3% | $1,235+363.0% |