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 | $32,555 | $58,927-44.8% | $76,817-57.6% | $72,985-55.4% |
| Participation rate | 40.0% | 67.3%-27.3pp | 72.1%-32.1pp | 69.5%-29.5pp |
| Annual return | 20.49% | 2305.64%-2285.2pp | 1166.11%-1145.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,034 | $1,787-42.1% | $2,302-55.1% | $2,440-57.6% |
| Participant deferral / active EE | $1,406 | $2,690-47.8% | $3,336-57.9% | $3,607-61.0% |
| Admin fee / account holder | $742 | $4,013-81.5% | $6,420-88.4% | $5,124-85.5% |