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 | $73,395 | $105,181-30.2% | $159,436-54.0% | $85,850-14.5% |
| Participation rate | 20.0% | 75.8%-55.8pp | 82.8%-62.8pp | 69.3%-49.3pp |
| Annual return | 13.17% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,002 | $5,945-49.5% | $7,352-59.2% | $3,952-24.0% |
| Admin fee / account holder | $20,538 | $6,933+196.2% | $10,799+90.2% | $6,260+228.1% |