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 | $24,257 | $74,888-67.6% | $71,209-65.9% | $142,382-83.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 20.19% | 345.14%-324.9pp | 282.51%-262.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $569 | $2,854-80.1% | $2,721-79.1% | $4,299-86.8% |
| Participant deferral / active EE | $1,836 | $4,454-58.8% | $4,175-56.0% | $6,507-71.8% |
| Admin fee / account holder | $2,405 | $5,568-56.8% | $5,349-55.0% | $12,624-81.0% |