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 | $34,925 | $85,202-59.0% | $172,739-79.8% | $72,985-52.1% |
| Participation rate | 46.9% | 70.1%-23.1pp | 82.6%-35.7pp | 69.5%-22.5pp |
| Annual return | 23.28% | 27.32%-4.0pp | 802.84%-779.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,396 | $3,260-57.2% | $5,198-73.1% | $3,607-61.3% |
| Admin fee / account holder | $4,212 | $5,884-28.4% | $13,954-69.8% | $5,124-17.8% |