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 | $43,786 | $157,256-72.2% | $141,162-69.0% | $152,861-71.4% |
| Participation rate | 47.1% | 84.8%-37.8pp | 82.5%-35.4pp | 82.4%-35.4pp |
| Annual return | 22.88% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,186 | $7,109-27.0% | $6,709-22.7% | $5,850-11.3% |
| Admin fee / account holder | $6,096 | $12,120-49.7% | $10,261-40.6% | $11,596-47.4% |