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 | $72,109 | $85,202-15.4% | $172,739-58.3% | $72,985-1.2% |
| Participation rate | 16.0% | 70.1%-54.1pp | 82.6%-66.6pp | 69.5%-53.5pp |
| Annual return | 17.37% | 27.32%-10.0pp | 802.84%-785.5pp | 81.00%-63.6pp |
| Employer contribution / active EE | $681 | $3,324-79.5% | $5,143-86.8% | $2,440-72.1% |
| Participant deferral / active EE | $1,818 | $3,260-44.2% | $5,198-65.0% | $3,607-49.6% |
| Admin fee / account holder | $4,760 | $5,884-19.1% | $13,954-65.9% | $5,124-7.1% |