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 | $47,325 | $176,377-73.2% | $134,143-64.7% | $158,922-70.2% |
| Participation rate | 34.8% | 78.7%-43.9pp | 72.2%-37.4pp | 82.0%-47.2pp |
| Annual return | 12.95% | 63.63%-50.7pp | 36.33%-23.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,322 | $4,091-43.2% | $3,499-33.6% | $5,982-61.2% |
| Admin fee / account holder | $13,618 | $8,718+56.2% | $6,684+103.7% | $11,246+21.1% |