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 | $43,694 | $52,953-17.5% | $172,739-74.7% | $65,185-33.0% |
| Participation rate | 28.7% | 66.2%-37.5pp | 82.6%-53.9pp | 70.2%-41.5pp |
| Annual return | 17.30% | 30.12%-12.8pp | 802.84%-785.5pp | 29.38%-12.1pp |
| Employer contribution / active EE | $317 | $2,190-85.5% | $5,143-93.8% | $2,177-85.5% |
| Participant deferral / active EE | $1,745 | $2,471-29.4% | $5,198-66.4% | $3,514-50.3% |
| Admin fee / account holder | $11,446 | $472+2325.5% | $13,954-18.0% | $847+1251.2% |