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 | $35,303 | $55,415-36.3% | $155,509-77.3% | $74,495-52.6% |
| Participation rate | 29.8% | 61.9%-32.1pp | 78.2%-48.4pp | 67.2%-37.4pp |
| Annual return | 12.53% | 268.50%-256.0pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $463 | $2,267-79.6% | $4,672-90.1% | $2,623-82.3% |
| Participant deferral / active EE | $1,015 | $2,836-64.2% | $5,626-82.0% | $4,346-76.6% |
| Admin fee / account holder | $1,527 | $1,738-12.1% | $15,912-90.4% | $1,942-21.3% |