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 | $19,889 | $76,000-73.8% | $154,107-87.1% | $64,186-69.0% |
| Participation rate | 25.9% | 70.4%-44.5pp | 83.0%-57.1pp | 69.6%-43.6pp |
| Annual return | 6.63% | 30.32%-23.7pp | 735.12%-728.5pp | 7.63%-1.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,181 | $3,175-62.8% | $5,081-76.8% | $3,470-66.0% |
| Admin fee / account holder | $1,038 | $5,596-81.5% | $13,411-92.3% | $4,888-78.8% |