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 | $52,852 | $73,933-28.5% | $96,683-45.3% | $75,163-29.7% |
| Participation rate | 56.5% | 66.4%-9.9pp | 74.3%-17.8pp | 67.2%-10.7pp |
| Annual return | 14.35% | 26.70%-12.4pp | 35.69%-21.3pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,473 | $3,659+22.3% | $4,878-8.3% | $4,125+8.4% |
| Admin fee / account holder | $2,266 | $5,216-56.6% | $6,730-66.3% | $5,651-59.9% |