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 | $48,123 | $78,422-38.6% | $95,952-49.8% | $79,858-39.7% |
| Participation rate | 57.7% | 73.5%-15.8pp | 77.1%-19.4pp | 69.6%-11.9pp |
| Annual return | 12.97% | 19.37%-6.4pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,431 | $3,440-29.3% | $4,167-41.7% | $3,740-35.0% |
| Admin fee / account holder | $3,413 | $5,622-39.3% | $6,795-49.8% | $5,306-35.7% |