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 | $54,209 | $86,286-37.2% | $111,297-51.3% | $85,850-36.9% |
| Participation rate | 63.6% | 73.3%-9.7pp | 77.3%-13.7pp | 69.3%-5.7pp |
| Annual return | 11.55% | 19.99%-8.4pp | 54.65%-43.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,945 | $3,641-46.6% | $4,487-56.7% | $3,952-50.8% |
| Admin fee / account holder | $51,638 | $8,188+530.7% | $7,964+548.4% | $6,260+724.9% |