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 | $22,450 | $91,190-75.4% | $178,490-87.4% | $79,858-71.9% |
| Participation rate | 23.8% | 69.2%-45.4pp | 81.9%-58.1pp | 69.6%-45.8pp |
| Annual return | 16.92% | 24.19%-7.3pp | 151.07%-134.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,043 | $3,236-67.8% | $5,202-79.9% | $3,740-72.1% |
| Admin fee / account holder | $2,936 | $6,751-56.5% | $13,984-79.0% | $5,306-44.7% |