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 | $15,745 | $100,852-84.4% | $90,404-82.6% | $158,922-90.1% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 7.90% | 1724.20%-1716.3pp | 1293.02%-1285.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,660 | $3,689-55.0% | $3,262-49.1% | $4,761-65.1% |
| Participant deferral / active EE | $766 | $4,348-82.4% | $3,963-80.7% | $5,982-87.2% |
| Admin fee / account holder | $1,420 | $6,501-78.2% | $5,611-74.7% | $11,246-87.4% |