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 | $43,484 | $55,415-21.5% | $155,509-72.0% | $74,495-41.6% |
| Participation rate | 38.3% | 61.9%-23.6pp | 78.2%-39.9pp | 67.2%-28.9pp |
| Annual return | 15.55% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $729 | $2,267-67.8% | $4,672-84.4% | $2,623-72.2% |
| Participant deferral / active EE | $955 | $2,836-66.3% | $5,626-83.0% | $4,346-78.0% |
| Admin fee / account holder | $7,160 | $1,738+311.9% | $15,912-55.0% | $1,942+268.8% |