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 | $39,345 | $154,117-74.5% | $129,995-69.7% | $139,434-71.8% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.5%-34.0pp | 80.3%-35.9pp |
| Annual return | 15.75% | 32.48%-16.7pp | -137.18%+152.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,989 | $6,710-55.5% | $5,820-48.6% | $6,710-55.5% |
| Admin fee / account holder | $2,909 | $14,007-79.2% | $10,614-72.6% | $11,403-74.5% |