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 | $86,033 | $140,940-39.0% | $112,229-23.3% | $139,434-38.3% |
| Participation rate | 52.2% | 79.2%-27.0pp | 72.4%-20.3pp | 80.3%-28.1pp |
| Annual return | 17.78% | 32.71%-14.9pp | 30.20%-12.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,719 | $5,874-53.7% | $4,798-43.3% | $6,710-59.5% |
| Admin fee / account holder | $33,203 | $9,954+233.6% | $7,748+328.5% | $11,403+191.2% |