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 | $69,126 | $50,815+36.0% | $155,509-55.5% | $77,643-11.0% |
| Participation rate | 16.5% | 63.1%-46.6pp | 78.2%-61.7pp | 70.6%-54.1pp |
| Annual return | 17.78% | 34.80%-17.0pp | 64.67%-46.9pp | 31.24%-13.5pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,932 | $2,822-31.6% | $5,626-65.7% | $4,647-58.4% |
| Admin fee / account holder | $9,054 | $437+1973.3% | $15,912-43.1% | $430+2003.6% |