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 | $45,471 | $89,355-49.1% | $141,162-67.8% | $72,985-37.7% |
| Participation rate | 35.5% | 75.1%-39.6pp | 82.5%-46.9pp | 69.5%-34.0pp |
| Annual return | 20.98% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,474 | $5,418+1.0% | $6,709-18.4% | $3,607+51.7% |
| Admin fee / account holder | $3,973 | $5,958-33.3% | $10,261-61.3% | $5,124-22.5% |