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 | $105,978 | $165,912-36.1% | $122,332-13.4% | $147,584-28.2% |
| Participation rate | 40.0% | 79.6%-39.6pp | 71.6%-31.6pp | 82.8%-42.8pp |
| Annual return | 15.87% | 34.55%-18.7pp | 30.27%-14.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $386 | $5,754-93.3% | $4,050-90.5% | $4,876-92.1% |
| Participant deferral / active EE | $3,704 | $4,005-7.5% | $3,287+12.7% | $5,439-31.9% |
| Admin fee / account holder | $1,549 | $7,424-79.1% | $5,478-71.7% | $10,885-85.8% |