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 | $49,888 | $76,552-34.8% | $123,892-59.7% | $62,891-20.7% |
| Participation rate | 64.3% | 73.0%-8.7pp | 81.4%-17.1pp | 69.3%-5.0pp |
| Annual return | 9.31% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,972 | $4,840+23.4% | $5,984-0.2% | $3,203+86.5% |
| Admin fee / account holder | $4,392 | $4,826-9.0% | $8,357-47.4% | $4,296+2.3% |