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 | $80,376 | $226,064-64.4% | $182,532-56.0% | $152,861-47.4% |
| Participation rate | 29.4% | 82.5%-53.0pp | 78.0%-48.6pp | 82.4%-53.0pp |
| Annual return | 16.41% | 192.51%-176.1pp | 148.54%-132.1pp | 345.32%-328.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,453 | $6,368-77.2% | $5,524-73.7% | $5,850-75.2% |
| Admin fee / account holder | $13,437 | $10,703+25.5% | $8,592+56.4% | $11,596+15.9% |