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 | $29,096 | $89,355-67.4% | $141,162-79.4% | $72,985-60.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 28.64% | 111.85%-83.2pp | 71.39%-42.8pp | 81.00%-52.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,320 | $5,418-20.3% | $6,709-35.6% | $3,607+19.7% |
| Admin fee / account holder | $1,096 | $5,958-81.6% | $10,261-89.3% | $5,124-78.6% |