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 | $50,395 | $53,127-5.1% | $86,590-41.8% | $70,131-28.1% |
| Participation rate | 48.5% | 65.3%-16.8pp | 73.5%-25.1pp | 69.5%-21.1pp |
| Annual return | 12.67% | 27.66%-15.0pp | 964.84%-952.2pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,913 | $2,696+45.2% | $3,609+8.4% | $3,332+17.5% |
| Admin fee / account holder | $1,982 | $3,585-44.7% | $4,906-59.6% | $4,645-57.3% |