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 | $44,972 | $100,773-55.4% | $88,946-49.4% | $142,382-68.4% |
| Participation rate | 13.3% | 74.3%-61.0pp | 68.8%-55.5pp | 80.1%-66.8pp |
| Annual return | 12.47% | 70.18%-57.7pp | 57.82%-45.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $648 | $2,918-77.8% | $2,555-74.6% | $4,299-84.9% |
| Participant deferral / active EE | $1,090 | $5,230-79.2% | $4,581-76.2% | $6,507-83.3% |
| Admin fee / account holder | $88,864 | $9,693+816.8% | $8,261+975.7% | $12,624+603.9% |