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 | $32,593 | $176,812-81.6% | $146,665-77.8% | $167,490-80.5% |
| Participation rate | 41.7% | 83.6%-41.9pp | 80.1%-38.4pp | 82.1%-40.4pp |
| Annual return | 13.73% | 24.03%-10.3pp | 22.74%-9.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,236 | $6,440-65.3% | $5,506-59.4% | $6,341-64.7% |
| Admin fee / account holder | $609 | $13,259-95.4% | $10,280-94.1% | $12,309-95.0% |