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 | $66,779 | $105,998-37.0% | $92,233-27.6% | $147,584-54.8% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 10.51% | 50.05%-39.5pp | 176.28%-165.8pp | 578.55%-568.0pp |
| Employer contribution / active EE | $936 | $4,333-78.4% | $3,679-74.6% | $4,876-80.8% |
| Participant deferral / active EE | $1,234 | $4,478-72.5% | $3,897-68.3% | $5,439-77.3% |
| Admin fee / account holder | $34,883 | $6,332+450.9% | $5,194+571.7% | $10,885+220.5% |