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 | $46,681 | $68,346-31.7% | $94,646-50.7% | $75,163-37.9% |
| Participation rate | 46.2% | 76.1%-29.9pp | 80.8%-34.7pp | 67.2%-21.0pp |
| Annual return | 22.45% | 616.93%-594.5pp | 156.71%-134.3pp | 160.62%-138.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,631 | $6,537+16.7% | $7,418+2.9% | $4,125+85.0% |
| Admin fee / account holder | $1,599 | $5,326-70.0% | $7,231-77.9% | $5,651-71.7% |