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 | $29,845 | $117,381-74.6% | $99,443-70.0% | $152,861-80.5% |
| Participation rate | 68.4% | 77.5%-9.1pp | 73.8%-5.4pp | 82.4%-14.0pp |
| Annual return | 20.13% | 31.87%-11.7pp | 30.72%-10.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,157 | $4,086-71.7% | $3,619-68.0% | $5,850-80.2% |
| Admin fee / account holder | $3,952 | $7,631-48.2% | $6,250-36.8% | $11,596-65.9% |