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 | $37,864 | $98,750-61.7% | $149,696-74.7% | $79,858-52.6% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.5%-28.6pp | 69.6%-15.8pp |
| Annual return | 16.52% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,637 | $5,680-53.6% | $6,842-61.5% | $3,740-29.5% |
| Admin fee / account holder | $2,189 | $6,053-63.8% | $9,309-76.5% | $5,306-58.8% |