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 6-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 | $25,162 | $66,402-62.1% | $109,895-77.1% | $85,850-70.7% |
| Participation rate | 37.7% | 63.9%-26.2pp | 74.2%-36.5pp | 69.3%-31.6pp |
| Annual return | 22.52% | 19.59%+2.9pp | 29.45%-6.9pp | 318.53%-296.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,197 | $2,842-22.7% | $4,048-45.7% | $3,952-44.4% |
| Admin fee / account holder | $792 | $4,557-82.6% | $6,066-86.9% | $6,260-87.3% |