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 | $60,420 | $118,849-49.2% | $96,562-37.4% | $167,490-63.9% |
| Participation rate | 41.2% | 75.5%-34.3pp | 69.8%-28.6pp | 82.1%-40.9pp |
| Annual return | 12.46% | 50.49%-38.0pp | 37.78%-25.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,722 | $4,616-62.7% | $3,849-55.3% | $6,341-72.8% |
| Admin fee / account holder | $674 | $8,065-91.6% | $6,181-89.1% | $12,309-94.5% |