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 | $56,406 | $81,233-30.6% | $155,567-63.7% | $80,874-30.3% |
| Participation rate | 25.7% | 66.2%-40.5pp | 78.2%-52.5pp | 67.6%-41.9pp |
| Annual return | 11.25% | 33.33%-22.1pp | 64.74%-53.5pp | 35.62%-24.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,739 | $3,452-49.6% | $5,628-69.1% | $4,297-59.5% |
| Admin fee / account holder | $2,963 | $7,998-62.9% | $15,916-81.4% | $6,935-57.3% |