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 | $62,194 | $96,635-35.6% | $86,612-28.2% | $139,434-55.4% |
| Participation rate | 15.4% | 74.4%-59.0pp | 71.7%-56.3pp | 80.3%-64.9pp |
| Annual return | 11.04% | 106.41%-95.4pp | 591.07%-580.0pp | 372.94%-361.9pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,589 | $4,836-67.1% | $4,438-64.2% | $6,710-76.3% |
| Admin fee / account holder | $9,748 | $6,408+52.1% | $5,614+73.6% | $11,403-14.5% |