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 | $55,144 | $85,766-35.7% | $136,294-59.5% | $70,131-21.4% |
| Participation rate | 53.1% | 74.2%-21.0pp | 81.9%-28.8pp | 69.5%-16.4pp |
| Annual return | 16.66% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,047 | $5,051-39.7% | $6,247-51.2% | $3,332-8.5% |
| Admin fee / account holder | $2,878 | $5,420-46.9% | $9,243-68.9% | $4,645-38.0% |