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 | $38,000 | $98,750-61.5% | $149,696-74.6% | $79,858-52.4% |
| Participation rate | 67.8% | 75.8%-8.0pp | 82.5%-14.7pp | 69.6%-1.8pp |
| Annual return | 15.24% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,123 | $5,680-27.4% | $6,842-39.7% | $3,740+10.2% |
| Admin fee / account holder | $4,672 | $6,053-22.8% | $9,309-49.8% | $5,306-12.0% |