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 | $32,314 | $108,172-70.1% | $77,482-58.3% | $158,922-79.7% |
| Participation rate | 30.0% | 64.4%-34.4pp | 54.2%-24.2pp | 82.0%-52.0pp |
| Annual return | 13.54% | 31.67%-18.1pp | 54.79%-41.2pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,373 | $1,325+3.6% | $986+39.1% | $4,761-71.2% |
| Participant deferral / active EE | $1,904 | $2,456-22.5% | $1,861+2.3% | $5,982-68.2% |
| Admin fee / account holder | $77,846 | $3,708+1999.6% | $2,858+2624.0% | $11,246+592.2% |