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 | $50,907 | $93,571-45.6% | $135,903-62.5% | $75,163-32.3% |
| Participation rate | 29.7% | 75.2%-45.5pp | 81.9%-52.2pp | 67.2%-37.5pp |
| Annual return | 17.01% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,708 | $6,404-26.5% | $7,758-39.3% | $4,125+14.1% |
| Admin fee / account holder | $999 | $6,975-85.7% | $10,762-90.7% | $5,651-82.3% |