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 | $48,877 | $55,415-11.8% | $155,509-68.6% | $74,495-34.4% |
| Participation rate | 38.0% | 61.9%-23.9pp | 78.2%-40.2pp | 67.2%-29.2pp |
| Annual return | 11.21% | 268.50%-257.3pp | 64.67%-53.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,129 | $2,836+10.3% | $5,626-44.4% | $4,346-28.0% |
| Admin fee / account holder | $3,654 | $1,738+110.2% | $15,912-77.0% | $1,942+88.2% |