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 | $70,966 | $167,483-57.6% | $115,752-38.7% | $147,584-51.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 82.8%-32.8pp |
| Annual return | 21.02% | 12.11%+8.9pp | 19.41%+1.6pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,215 | $4,960-75.5% | $3,492-65.2% | $4,876-75.1% |
| Participant deferral / active EE | $2,690 | $7,037-61.8% | $5,204-48.3% | $5,439-50.5% |
| Admin fee / account holder | $18,531 | $13,069+41.8% | $6,278+195.2% | $10,885+70.2% |