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 | $22,318 | $91,190-75.5% | $178,490-87.5% | $79,858-72.1% |
| Participation rate | 56.1% | 69.2%-13.1pp | 81.9%-25.8pp | 69.6%-13.5pp |
| Annual return | 17.06% | 24.19%-7.1pp | 151.07%-134.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,118 | $3,236-65.4% | $5,202-78.5% | $3,740-70.1% |
| Admin fee / account holder | $3,354 | $6,751-50.3% | $13,984-76.0% | $5,306-36.8% |