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 | $22,922 | $77,899-70.6% | $149,673-84.7% | $75,163-69.5% |
| Participation rate | 69.4% | 65.6%+3.9pp | 78.8%-9.3pp | 67.2%+2.3pp |
| Annual return | 17.28% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,984 | $3,411-12.5% | $5,680-47.5% | $4,125-27.7% |
| Admin fee / account holder | $644 | $5,956-89.2% | $13,210-95.1% | $5,651-88.6% |