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 7-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 | $55,944 | $152,587-63.3% | $125,175-55.3% | $152,861-63.4% |
| Participation rate | 54.2% | 83.3%-29.2pp | 79.8%-25.6pp | 82.4%-28.3pp |
| Annual return | 15.35% | 54.84%-39.5pp | 43.79%-28.4pp | 345.32%-330.0pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,141 | $5,868-63.5% | $4,937-56.6% | $5,850-63.4% |
| Admin fee / account holder | $27,594 | $13,434+105.4% | $9,702+184.4% | $11,596+138.0% |