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 | $142,670 | $226,064-36.9% | $182,532-21.8% | $152,861-6.7% |
| Participation rate | 35.3% | 82.5%-47.2pp | 78.0%-42.7pp | 82.4%-47.2pp |
| Annual return | 16.73% | 192.51%-175.8pp | 148.54%-131.8pp | 345.32%-328.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,543 | $6,368-44.4% | $5,524-35.9% | $5,850-39.4% |
| Admin fee / account holder | $5,232 | $10,703-51.1% | $8,592-39.1% | $11,596-54.9% |