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 | $48,392 | $63,346-23.6% | $92,233-47.5% | $70,131-31.0% |
| Participation rate | 67.6% | 68.7%-1.0pp | 76.5%-8.8pp | 69.5%-1.9pp |
| Annual return | 15.79% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,535 | $2,854+94.0% | $3,897+42.0% | $3,332+66.1% |
| Admin fee / account holder | $2,299 | $3,840-40.1% | $5,194-55.7% | $4,645-50.5% |