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 | $26,716 | $55,453-51.8% | $170,442-84.3% | $62,292-57.1% |
| Participation rate | 63.7% | 66.4%-2.7pp | 83.6%-19.9pp | 69.5%-5.8pp |
| Annual return | 19.63% | 21.38%-1.7pp | 205.93%-186.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $810 | $2,164-62.6% | $5,433-85.1% | $2,042-60.4% |
| Participant deferral / active EE | $2,110 | $2,303-8.4% | $4,939-57.3% | $3,169-33.4% |
| Admin fee / account holder | $4,846 | $455+964.9% | $13,880-65.1% | $479+911.0% |