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 | $45,247 | $86,286-47.6% | $111,297-59.3% | $85,850-47.3% |
| Participation rate | 65.3% | 73.3%-8.0pp | 77.3%-12.0pp | 69.3%-4.0pp |
| Annual return | 11.91% | 19.99%-8.1pp | 54.65%-42.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,461 | $3,641-32.4% | $4,487-45.2% | $3,952-37.7% |
| Admin fee / account holder | $12,735 | $8,188+55.5% | $7,964+59.9% | $6,260+103.4% |