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 | $39,254 | $97,757-59.8% | $83,848-53.2% | $135,375-71.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -0.82% | 1287.37%-1288.2pp | 850.88%-851.7pp | 519.73%-520.6pp |
| Employer contribution / active EE | $3,141 | $4,222-25.6% | $3,631-13.5% | $4,779-34.3% |
| Participant deferral / active EE | $12,000 | $4,682+156.3% | $4,082+194.0% | $5,609+114.0% |
| Admin fee / account holder | $35,504 | $6,674+432.0% | $5,478+548.1% | $10,827+227.9% |