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 | $52,642 | $61,272-14.1% | $149,673-64.8% | $71,457-26.3% |
| Participation rate | 30.0% | 62.5%-32.5pp | 78.8%-48.8pp | 67.9%-37.9pp |
| Annual return | 15.95% | 35.85%-19.9pp | 134.42%-118.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,644 | $2,917-43.7% | $5,680-71.1% | $4,289-61.7% |
| Admin fee / account holder | $1,232 | $1,261-2.3% | $13,210-90.7% | $1,587-22.4% |