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 | $54,073 | $54,517-0.8% | $75,972-28.8% | $74,495-27.4% |
| Participation rate | 46.3% | 60.3%-14.0pp | 69.1%-22.8pp | 67.2%-20.9pp |
| Annual return | 16.28% | 31.82%-15.5pp | 359.55%-343.3pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $474 | $1,777-73.3% | $2,685-82.4% | $2,623-81.9% |
| Participant deferral / active EE | $2,246 | $3,066-26.7% | $4,255-47.2% | $4,346-48.3% |
| Admin fee / account holder | $10,928 | $2,229+390.4% | $6,467+69.0% | $1,942+462.8% |