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 | $15,714 | $54,705-71.3% | $71,209-77.9% | $84,808-81.5% |
| Participation rate | 38.8% | 64.1%-25.3pp | 73.8%-35.0pp | 68.3%-29.6pp |
| Annual return | 16.81% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,113 | $3,030-63.3% | $4,175-73.3% | $4,212-73.6% |
| Admin fee / account holder | $1,278 | $4,863-73.7% | $5,349-76.1% | $7,344-82.6% |