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 | $70,968 | $99,918-29.0% | $81,382-12.8% | $145,922-51.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 16.08% | 34.32%-18.2pp | 24.73%-8.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $373 | $2,978-87.5% | $2,463-84.9% | $4,660-92.0% |
| Participant deferral / active EE | $2,190 | $4,605-52.4% | $3,883-43.6% | $6,688-67.2% |
| Admin fee / account holder | $42,094 | $8,212+412.6% | $5,768+629.7% | $13,397+214.2% |