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 | $24,257 | $72,071-66.3% | $68,368-64.5% | $137,256-82.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 20.19% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $569 | $2,788-79.6% | $2,649-78.5% | $4,156-86.3% |
| Participant deferral / active EE | $1,836 | $4,410-58.4% | $4,123-55.5% | $6,407-71.3% |
| Admin fee / account holder | $2,405 | $5,336-54.9% | $5,150-53.3% | $12,270-80.4% |