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 | $35,639 | $64,324-44.6% | $118,925-70.0% | $79,858-55.4% |
| Participation rate | 64.9% | 64.9%0pp | 75.4%-10.5pp | 69.6%-4.8pp |
| Annual return | 16.17% | 86.45%-70.3pp | 35.88%-19.7pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,970 | $2,824-30.2% | $4,265-53.8% | $3,740-47.3% |
| Admin fee / account holder | $515 | $4,040-87.2% | $6,581-92.2% | $5,306-90.3% |