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 | $42,105 | $98,750-57.4% | $149,696-71.9% | $79,858-47.3% |
| Participation rate | 35.3% | 75.8%-40.5pp | 82.5%-47.2pp | 69.6%-34.3pp |
| Annual return | 12.56% | 27.43%-14.9pp | 276.60%-264.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,633 | $5,680-18.4% | $6,842-32.3% | $3,740+23.9% |
| Admin fee / account holder | $3,148 | $6,053-48.0% | $9,309-66.2% | $5,306-40.7% |