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 | $18,149 | $107,334-83.1% | $92,893-80.5% | $152,861-88.1% |
| Participation rate | 43.5% | 79.8%-36.3pp | 76.0%-32.5pp | 82.4%-39.0pp |
| Annual return | 22.11% | 145.58%-123.5pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,155 | $4,845-55.5% | $4,236-49.1% | $5,850-63.2% |
| Admin fee / account holder | $1,129 | $7,079-84.1% | $5,794-80.5% | $11,596-90.3% |