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 | $42,781 | $183,963-76.7% | $162,163-73.6% | $152,861-72.0% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.4%-19.9pp |
| Annual return | 14.29% | 150.76%-136.5pp | 115.59%-101.3pp | 345.32%-331.0pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,537 | $8,034-56.0% | $7,298-51.5% | $5,850-39.5% |
| Admin fee / account holder | $39,587 | $13,121+201.7% | $10,843+265.1% | $11,596+241.4% |