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 | $68,864 | $115,882-40.6% | $100,516-31.5% | $158,922-56.7% |
| Participation rate | 30.0% | 81.6%-51.6pp | 79.4%-49.4pp | 82.0%-52.0pp |
| Annual return | 15.08% | 34.79%-19.7pp | 30.89%-15.8pp | 302.83%-287.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,104 | $6,674-53.5% | $6,270-50.5% | $5,982-48.1% |
| Admin fee / account holder | $16,586 | $10,995+50.8% | $8,081+105.2% | $11,246+47.5% |