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 | $70,524 | $108,919-35.3% | $100,391-29.8% | $145,922-51.7% |
| Participation rate | 43.8% | 82.9%-39.2pp | 81.5%-37.7pp | 80.3%-36.5pp |
| Annual return | 11.28% | 57.88%-46.6pp | 49.20%-37.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,545 | $8,445-69.9% | $8,082-68.5% | $6,688-62.0% |
| Admin fee / account holder | $309 | $9,689-96.8% | $7,899-96.1% | $13,397-97.7% |