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 | $28,212 | $55,415-49.1% | $155,509-81.9% | $74,495-62.1% |
| Participation rate | 28.1% | 61.9%-33.8pp | 78.2%-50.1pp | 67.2%-39.1pp |
| Annual return | 15.91% | 268.50%-252.6pp | 64.67%-48.8pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $363 | $2,267-84.0% | $4,672-92.2% | $2,623-86.2% |
| Participant deferral / active EE | $1,742 | $2,836-38.6% | $5,626-69.0% | $4,346-59.9% |
| Admin fee / account holder | $1,307 | $1,738-24.8% | $15,912-91.8% | $1,942-32.7% |