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 | $59,508 | $165,335-64.0% | $149,696-60.2% | $158,922-62.6% |
| Participation rate | 43.5% | 84.6%-41.1pp | 82.5%-39.0pp | 82.0%-38.5pp |
| Annual return | 17.45% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,967 | $7,181-3.0% | $6,842+1.8% | $5,982+16.5% |
| Admin fee / account holder | $3,738 | $10,807-65.4% | $9,309-59.8% | $11,246-66.8% |