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 | $29,691 | $71,050-58.2% | $93,606-68.3% | $80,856-63.3% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.6%-34.3pp |
| Annual return | 24.29% | 11.26%+13.0pp | 133.20%-108.9pp | 35.59%-11.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,718 | $4,034-57.4% | $4,411-61.0% | $4,296-60.0% |
| Admin fee / account holder | $317 | $6,945-95.4% | $8,285-96.2% | $6,918-95.4% |