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 | $17,572 | $84,233-79.1% | $170,442-89.7% | $70,131-74.9% |
| Participation rate | 63.6% | 70.8%-7.2pp | 83.6%-20.0pp | 69.5%-5.9pp |
| Annual return | 12.87% | 23.06%-10.2pp | 205.93%-193.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,346 | $3,387-60.3% | $5,433-75.2% | $2,342-42.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,978 | $5,698-65.3% | $13,880-85.8% | $4,645-57.4% |