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 | $34,749 | $54,705-36.5% | $71,209-51.2% | $84,808-59.0% |
| Participation rate | 23.5% | 64.1%-40.5pp | 73.8%-50.2pp | 68.3%-44.8pp |
| Annual return | 33.54% | 35.90%-2.4pp | 282.51%-249.0pp | 40.90%-7.4pp |
| Employer contribution / active EE | $303 | $2,158-86.0% | $2,721-88.9% | $2,631-88.5% |
| Participant deferral / active EE | $1,756 | $3,030-42.1% | $4,175-57.9% | $4,212-58.3% |
| Admin fee / account holder | $3,426 | $4,863-29.6% | $5,349-36.0% | $7,344-53.4% |