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 | $32,556 | $73,515-55.7% | $62,995-48.3% | $147,584-77.9% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.8%-38.4pp | 82.8%-46.5pp |
| Annual return | 20.50% | 175.43%-154.9pp | 87.57%-67.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,359 | $4,185-19.7% | $3,329+0.9% | $5,439-38.2% |
| Admin fee / account holder | $1,688 | $5,953-71.6% | $3,600-53.1% | $10,885-84.5% |