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 | $73,269 | $53,127+37.9% | $86,590-15.4% | $70,131+4.5% |
| Participation rate | 45.9% | 65.3%-19.4pp | 73.5%-27.6pp | 69.5%-23.6pp |
| Annual return | 15.88% | 27.66%-11.8pp | 964.84%-949.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $231 | $2,068-88.8% | $2,839-91.9% | $2,342-90.1% |
| Participant deferral / active EE | $1,188 | $2,696-55.9% | $3,609-67.1% | $3,332-64.4% |
| Admin fee / account holder | $1,950 | $3,585-45.6% | $4,906-60.3% | $4,645-58.0% |