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 | $38,468 | $116,175-66.9% | $93,606-58.9% | $152,861-74.8% |
| Participation rate | 55.6% | 78.0%-22.5pp | 75.8%-20.3pp | 82.4%-26.9pp |
| Annual return | 22.42% | 35.96%-13.5pp | 32.76%-10.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,784 | $4,603-17.8% | $4,069-7.0% | $5,850-35.3% |
| Admin fee / account holder | $449 | $10,748-95.8% | $7,888-94.3% | $11,596-96.1% |