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 | $110,683 | $144,119-23.2% | $117,854-6.1% | $147,584-25.0% |
| Participation rate | 41.7% | 83.4%-41.8pp | 79.7%-38.0pp | 82.8%-41.2pp |
| Annual return | 13.10% | 531.15%-518.0pp | 335.08%-322.0pp | 578.55%-565.4pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,929 | $5,316-26.1% | $4,482-12.3% | $5,439-27.8% |
| Admin fee / account holder | $1,158 | $10,886-89.4% | $8,020-85.6% | $10,885-89.4% |