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 | $50,150 | $85,766-41.5% | $136,294-63.2% | $70,131-28.5% |
| Participation rate | 37.1% | 74.2%-37.1pp | 81.9%-44.8pp | 69.5%-32.4pp |
| Annual return | 19.54% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,272 | $5,051-55.0% | $6,247-63.6% | $3,332-31.8% |
| Admin fee / account holder | $460 | $5,420-91.5% | $9,243-95.0% | $4,645-90.1% |