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 | $49,812 | $86,286-42.3% | $111,297-55.2% | $85,850-42.0% |
| Participation rate | 42.9% | 73.3%-30.5pp | 77.3%-34.5pp | 69.3%-26.5pp |
| Annual return | 12.92% | 19.99%-7.1pp | 54.65%-41.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,091 | $3,641-42.6% | $4,487-53.4% | $3,952-47.1% |
| Admin fee / account holder | $1,236 | $8,188-84.9% | $7,964-84.5% | $6,260-80.2% |