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 | $65,516 | $123,793-47.1% | $177,821-63.2% | $79,858-18.0% |
| Participation rate | 47.5% | 84.7%-37.2pp | 87.7%-40.2pp | 69.6%-22.1pp |
| Annual return | 21.80% | 22.82%-1.0pp | 48.32%-26.5pp | 31.71%-9.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,512 | $5,956+59.7% | $7,714+23.3% | $3,740+154.3% |
| Admin fee / account holder | $988 | $7,243-86.4% | $12,427-92.0% | $5,306-81.4% |