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 | $45,053 | $53,127-15.2% | $86,590-48.0% | $70,131-35.8% |
| Participation rate | 32.9% | 65.3%-32.5pp | 73.5%-40.7pp | 69.5%-36.7pp |
| Annual return | 26.39% | 27.66%-1.3pp | 964.84%-938.5pp | 73.14%-46.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,077 | $2,696-60.1% | $3,609-70.2% | $3,332-67.7% |
| Admin fee / account holder | $2,427 | $3,585-32.3% | $4,906-50.5% | $4,645-47.8% |