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 | $49,541 | $53,127-6.8% | $86,590-42.8% | $70,131-29.4% |
| Participation rate | 31.3% | 65.3%-34.1pp | 73.5%-42.3pp | 69.5%-38.3pp |
| Annual return | 13.60% | 27.66%-14.1pp | 964.84%-951.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,333 | $2,696-50.5% | $3,609-63.1% | $3,332-60.0% |
| Admin fee / account holder | $2,958 | $3,585-17.5% | $4,906-39.7% | $4,645-36.3% |