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 | $34,656 | $81,208-57.3% | $98,907-65.0% | $79,858-56.6% |
| Participation rate | 39.1% | 72.5%-33.4pp | 76.0%-37.0pp | 69.6%-30.6pp |
| Annual return | 15.72% | 60.99%-45.3pp | 196.43%-180.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,506 | $3,265-53.9% | $4,244-64.5% | $3,740-59.7% |
| Admin fee / account holder | $1,290 | $6,013-78.5% | $6,642-80.6% | $5,306-75.7% |