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 | $31,202 | $89,355-65.1% | $141,162-77.9% | $72,985-57.2% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.5%-17.1pp | 69.5%-4.1pp |
| Annual return | 21.19% | 111.85%-90.7pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,465 | $5,418-54.5% | $6,709-63.3% | $3,607-31.7% |
| Admin fee / account holder | $4,543 | $5,958-23.7% | $10,261-55.7% | $5,124-11.3% |