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 | $70,720 | $99,985-29.3% | $146,665-51.8% | $85,850-17.6% |
| Participation rate | 25.9% | 73.1%-47.1pp | 80.1%-54.1pp | 69.3%-43.4pp |
| Annual return | 15.54% | 18.93%-3.4pp | 22.74%-7.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,882 | $4,006-53.0% | $5,506-65.8% | $3,952-52.4% |
| Admin fee / account holder | $2,388 | $7,702-69.0% | $10,280-76.8% | $6,260-61.9% |