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 | $44,401 | $58,927-24.6% | $76,817-42.2% | $72,985-39.2% |
| Participation rate | 50.0% | 67.3%-17.3pp | 72.1%-22.1pp | 69.5%-19.5pp |
| Annual return | 21.15% | 2305.64%-2284.5pp | 1166.11%-1145.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $895 | $1,787-49.9% | $2,302-61.1% | $2,440-63.3% |
| Participant deferral / active EE | $1,161 | $2,690-56.9% | $3,336-65.2% | $3,607-67.8% |
| Admin fee / account holder | $1,084 | $4,013-73.0% | $6,420-83.1% | $5,124-78.8% |