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 | $42,334 | $70,669-40.1% | $169,368-75.0% | $75,163-43.7% |
| Participation rate | 66.7% | 64.8%+1.9pp | 77.1%-10.5pp | 67.2%-0.5pp |
| Annual return | 14.97% | 36.36%-21.4pp | 405.60%-390.6pp | 160.62%-145.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,637 | $4,311-38.8% | $6,221-57.6% | $4,125-36.1% |
| Admin fee / account holder | $2,625 | $5,402-51.4% | $9,003-70.8% | $5,651-53.5% |