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 | $75,643 | $113,339-33.3% | $94,993-20.4% | $147,584-48.7% |
| Participation rate | 68.2% | 78.0%-9.8pp | 73.9%-5.7pp | 82.8%-14.6pp |
| Annual return | 7.02% | 20.77%-13.7pp | 27.12%-20.1pp | 578.55%-571.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,404 | $3,777-36.3% | $3,317-27.5% | $5,439-55.8% |
| Admin fee / account holder | $92,620 | $6,063+1427.7% | $4,960+1767.2% | $10,885+750.9% |