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 | $29,082 | $61,789-52.9% | $97,167-70.1% | $80,874-64.0% |
| Participation rate | 37.3% | 63.5%-26.2pp | 72.7%-35.4pp | 67.6%-30.3pp |
| Annual return | 14.19% | -557.90%+572.1pp | 75.27%-61.1pp | 35.62%-21.4pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,778 | $3,028-41.3% | $4,264-58.3% | $4,297-58.6% |
| Admin fee / account holder | $1,114 | $5,168-78.5% | $5,650-80.3% | $6,935-83.9% |