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 | $51,437 | $133,922-61.6% | $116,228-55.7% | $142,382-63.9% |
| Participation rate | 45.8% | 77.9%-32.0pp | 74.6%-28.7pp | 80.1%-34.3pp |
| Annual return | 14.78% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.3pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,072 | $5,672+42.3% | $4,953+63.0% | $6,507+24.0% |
| Admin fee / account holder | $1,872 | $14,945-87.5% | $11,989-84.4% | $12,624-85.2% |