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 | $60,947 | $96,557-36.9% | $80,975-24.7% | $273,961-77.8% |
| Participation rate | 53.8% | 79.1%-25.2pp | 75.8%-22.0pp | 83.0%-29.2pp |
| Annual return | 6.59% | 15.14%-8.6pp | 17.10%-10.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,464 | $6,598+13.1% | $5,696+31.0% | $5,287+41.2% |
| Admin fee / account holder | $10,796 | $7,492+44.1% | $5,516+95.7% | $10,132+6.6% |