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 9-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 | $55,185 | $99,079-44.3% | $77,999-29.2% | $273,961-79.9% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.5%-13.0pp | 83.0%-20.5pp |
| Annual return | 5.50% | 217.93%-212.4pp | 425.96%-420.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,863 | $4,306+129.0% | $3,497+182.1% | $5,287+86.5% |
| Admin fee / account holder | $703 | $8,954-92.2% | $5,480-87.2% | $10,132-93.1% |