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 | $81,263 | $99,079-18.0% | $77,999+4.2% | $273,961-70.3% |
| Participation rate | 45.0% | 78.6%-33.6pp | 75.5%-30.5pp | 83.0%-38.0pp |
| Annual return | 5.49% | 217.93%-212.4pp | 425.96%-420.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,235 | $4,306-71.3% | $3,497-64.7% | $5,287-76.6% |
| Admin fee / account holder | $2,526 | $8,954-71.8% | $5,480-53.9% | $10,132-75.1% |