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 | $28,211 | $154,117-81.7% | $129,995-78.3% | $139,434-79.8% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.5%-31.8pp | 80.3%-33.7pp |
| Annual return | 17.27% | 32.48%-15.2pp | -137.18%+154.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,590 | $6,710-31.6% | $5,820-21.1% | $6,710-31.6% |
| Admin fee / account holder | $1,942 | $14,007-86.1% | $10,614-81.7% | $11,403-83.0% |