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 | $50,910 | $96,484-47.2% | $75,886-32.9% | $152,861-66.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.4%-32.4pp |
| Annual return | 17.72% | 33.98%-16.3pp | 30.76%-13.0pp | 345.32%-327.6pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,228 | $4,553-29.1% | $3,603-10.4% | $5,850-44.8% |
| Admin fee / account holder | $719 | $8,078-91.1% | $5,418-86.7% | $11,596-93.8% |