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 | $22,148 | $29,319-24.5% | $52,425-57.8% | $82,448-73.1% |
| Participation rate | 17.8% | 46.9%-29.1pp | 55.6%-37.8pp | 68.1%-50.3pp |
| Annual return | 15.71% | 535.20%-519.5pp | 302.12%-286.4pp | 41.64%-25.9pp |
| Employer contribution / active EE | $331 | $586-43.6% | $914-63.8% | $2,551-87.0% |
| Participant deferral / active EE | $1,151 | $1,171-1.7% | $1,790-35.7% | $4,139-72.2% |
| Admin fee / account holder | $1,483 | $1,962-24.4% | $2,495-40.6% | $7,234-79.5% |