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 | $83,792 | $111,754-25.0% | $103,333-18.9% | $145,922-42.6% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.5%-26.9pp | 80.3%-32.7pp |
| Annual return | 12.77% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,052 | $5,619-45.7% | $5,057-39.6% | $6,688-54.4% |
| Admin fee / account holder | $5,525 | $9,750-43.3% | $8,355-33.9% | $13,397-58.8% |