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 | $30,677 | $55,415-44.6% | $155,509-80.3% | $74,495-58.8% |
| Participation rate | 24.4% | 61.9%-37.5pp | 78.2%-53.8pp | 67.2%-42.8pp |
| Annual return | 13.47% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $638 | $2,267-71.9% | $4,672-86.4% | $2,623-75.7% |
| Participant deferral / active EE | $1,079 | $2,836-62.0% | $5,626-80.8% | $4,346-75.2% |
| Admin fee / account holder | $8,369 | $1,738+381.5% | $15,912-47.4% | $1,942+331.0% |