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 | $39,810 | $98,750-59.7% | $149,696-73.4% | $79,858-50.1% |
| Participation rate | 42.5% | 75.8%-33.3pp | 82.5%-40.0pp | 69.6%-27.1pp |
| Annual return | 29.71% | 27.43%+2.3pp | 276.60%-246.9pp | 31.71%-2.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,178 | $5,680-8.8% | $6,842-24.3% | $3,740+38.5% |
| Admin fee / account holder | $4,391 | $6,053-27.5% | $9,309-52.8% | $5,306-17.2% |