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 | $42,909 | $56,199-23.6% | $67,652-36.6% | $59,632-28.0% |
| Participation rate | 52.3% | 71.5%-19.2pp | 75.7%-23.4pp | 68.7%-16.4pp |
| Annual return | 24.20% | 18505.31%-18481.1pp | 6625.04%-6600.8pp | 2041.28%-2017.1pp |
| Employer contribution / active EE | $950 | $1,614-41.1% | $2,266-58.1% | $2,203-56.9% |
| Participant deferral / active EE | $2,514 | $2,844-11.6% | $3,560-29.4% | $3,192-21.2% |
| Admin fee / account holder | $6,904 | $3,958+74.4% | $4,821+43.2% | $4,297+60.7% |