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 5-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 | $46,112 | $69,518-33.7% | $59,878-23.0% | $135,375-65.9% |
| Participation rate | 64.3% | 77.8%-13.5pp | 74.7%-10.4pp | 82.6%-18.4pp |
| Annual return | 7.30% | 7.94%-0.6pp | 3.46%+3.8pp | 519.73%-512.4pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,181 | $4,206-24.4% | $3,402-6.5% | $5,609-43.3% |
| Admin fee / account holder | $1,673 | $5,734-70.8% | $3,590-53.4% | $10,827-84.6% |