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 | $60,798 | $98,750-38.4% | $149,696-59.4% | $79,858-23.9% |
| Participation rate | 44.4% | 75.8%-31.3pp | 82.5%-38.0pp | 69.6%-25.2pp |
| Annual return | 23.85% | 27.43%-3.6pp | 276.60%-252.8pp | 31.71%-7.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,616 | $5,680+69.3% | $6,842+40.6% | $3,740+157.1% |
| Admin fee / account holder | $2,975 | $6,053-50.9% | $9,309-68.0% | $5,306-43.9% |