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 | $65,169 | $99,918-34.8% | $81,382-19.9% | $145,922-55.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 14.47% | 34.32%-19.8pp | 24.73%-10.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,086 | $4,605-76.4% | $3,883-72.0% | $6,688-83.8% |
| Admin fee / account holder | $1,454 | $8,212-82.3% | $5,768-74.8% | $13,397-89.2% |