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 | $19,877 | $91,190-78.2% | $178,490-88.9% | $79,858-75.1% |
| Participation rate | 47.8% | 69.2%-21.4pp | 81.9%-34.1pp | 69.6%-21.8pp |
| Annual return | 22.76% | 24.19%-1.4pp | 151.07%-128.3pp | 31.71%-9.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,317 | $3,236-28.4% | $5,202-55.5% | $3,740-38.1% |
| Admin fee / account holder | $1,130 | $6,751-83.3% | $13,984-91.9% | $5,306-78.7% |