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 | $20,733 | $96,557-78.5% | $80,975-74.4% | $273,961-92.4% |
| Participation rate | 54.5% | 79.1%-24.5pp | 75.8%-21.3pp | 83.0%-28.5pp |
| Annual return | 9.38% | 15.14%-5.8pp | 17.10%-7.7pp | 41.45%-32.1pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,010 | $6,598+66.9% | $5,696+93.3% | $5,287+108.2% |
| Admin fee / account holder | $45,015 | $7,492+500.8% | $5,516+716.1% | $10,132+344.3% |