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 | $20,065 | $63,346-68.3% | $92,233-78.2% | $70,131-71.4% |
| Participation rate | 21.4% | 68.7%-47.2pp | 76.5%-55.1pp | 69.5%-48.1pp |
| Annual return | 13.19% | 530.12%-516.9pp | 176.28%-163.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,670 | $2,854-41.5% | $3,897-57.1% | $3,332-49.9% |
| Admin fee / account holder | $1,041 | $3,840-72.9% | $5,194-80.0% | $4,645-77.6% |