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 | $25,100 | $51,604-51.4% | $129,295-80.6% | $80,874-69.0% |
| Participation rate | 24.2% | 57.0%-32.7pp | 69.6%-45.4pp | 67.6%-43.4pp |
| Annual return | 15.75% | 20.76%-5.0pp | 9429.28%-9413.5pp | 35.62%-19.9pp |
| Employer contribution / active EE | $484 | $1,585-69.5% | $4,157-88.4% | $2,756-82.4% |
| Participant deferral / active EE | $1,878 | $2,670-29.7% | $4,169-55.0% | $4,297-56.3% |
| Admin fee / account holder | $7,995 | $4,310+85.5% | $7,665+4.3% | $6,935+15.3% |