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 | $33,523 | $52,953-36.7% | $172,739-80.6% | $65,185-48.6% |
| Participation rate | 52.0% | 66.2%-14.2pp | 82.6%-30.7pp | 70.2%-18.2pp |
| Annual return | 19.44% | 30.12%-10.7pp | 802.84%-783.4pp | 29.38%-9.9pp |
| Employer contribution / active EE | $434 | $2,190-80.2% | $5,143-91.6% | $2,177-80.1% |
| Participant deferral / active EE | $1,648 | $2,471-33.3% | $5,198-68.3% | $3,514-53.1% |
| Admin fee / account holder | $2,972 | $472+529.8% | $13,954-78.7% | $847+250.8% |