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 | $42,691 | $72,177-40.9% | $115,037-62.9% | $59,632-28.4% |
| Participation rate | 69.4% | 72.6%-3.1pp | 81.4%-11.9pp | 68.7%+0.8pp |
| Annual return | 2.94% | 12.02%-9.1pp | 26.14%-23.2pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,917 | $4,783+23.7% | $6,026-1.8% | $3,192+85.4% |
| Admin fee / account holder | $887 | $4,927-82.0% | $8,175-89.1% | $4,297-79.3% |