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 | $25,901 | $55,415-53.3% | $155,509-83.3% | $74,495-65.2% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 17.16% | 268.50%-251.3pp | 64.67%-47.5pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $964 | $2,267-57.5% | $4,672-79.4% | $2,623-63.2% |
| Participant deferral / active EE | $1,322 | $2,836-53.4% | $5,626-76.5% | $4,346-69.6% |
| Admin fee / account holder | $4,274 | $1,738+145.9% | $15,912-73.1% | $1,942+120.1% |