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 | $27,852 | $43,423-35.9% | $78,689-64.6% | $55,167-49.5% |
| Participation rate | 53.2% | 68.0%-14.9pp | 73.6%-20.4pp | 69.0%-15.8pp |
| Annual return | 12.42% | 11.53%+0.9pp | 62.18%-49.8pp | 169.23%-156.8pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,872 | $2,509+173.9% | $3,517+95.4% | $3,054+125.0% |
| Admin fee / account holder | $1,920 | $416+361.4% | $4,510-57.4% | $504+281.1% |