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 | $62,197 | $84,233-26.2% | $170,442-63.5% | $70,131-11.3% |
| Participation rate | 31.0% | 70.8%-39.9pp | 83.6%-52.6pp | 69.5%-38.6pp |
| Annual return | 22.53% | 23.06%-0.5pp | 205.93%-183.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,442 | $3,086-53.3% | $4,939-70.8% | $3,332-56.7% |
| Admin fee / account holder | $682 | $5,698-88.0% | $13,880-95.1% | $4,645-85.3% |