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 | $67,859 | $111,754-39.3% | $103,333-34.3% | $145,922-53.5% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 9.64% | 24.77%-15.1pp | 24.88%-15.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,946 | $5,619-65.4% | $5,057-61.5% | $6,688-70.9% |
| Admin fee / account holder | $15,359 | $9,750+57.5% | $8,355+83.8% | $13,397+14.6% |