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 | $50,033 | $127,386-60.7% | $115,037-56.5% | $125,391-60.1% |
| Participation rate | 41.2% | 84.2%-43.0pp | 81.4%-40.2pp | 83.2%-42.0pp |
| Annual return | 0.91% | 31.28%-30.4pp | 26.14%-25.2pp | 282.22%-281.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,316 | $6,423-63.9% | $6,026-61.6% | $5,352-56.7% |
| Admin fee / account holder | $27,943 | $9,516+193.6% | $8,175+241.8% | $9,540+192.9% |