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 | $69,229 | $96,484-28.2% | $75,886-8.8% | $152,861-54.7% |
| Participation rate | 27.8% | 76.2%-48.4pp | 69.3%-41.5pp | 82.4%-54.7pp |
| Annual return | 22.92% | 33.98%-11.1pp | 30.76%-7.8pp | 345.32%-322.4pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,724 | $4,553-18.2% | $3,603+3.4% | $5,850-36.3% |
| Admin fee / account holder | $7,593 | $8,078-6.0% | $5,418+40.1% | $11,596-34.5% |