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 | $66,964 | $98,750-32.2% | $149,696-55.3% | $79,858-16.1% |
| Participation rate | 34.5% | 75.8%-41.3pp | 82.5%-48.0pp | 69.6%-35.2pp |
| Annual return | 20.96% | 27.43%-6.5pp | 276.60%-255.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,581 | $5,680-19.3% | $6,842-33.0% | $3,740+22.5% |
| Admin fee / account holder | $1,106 | $6,053-81.7% | $9,309-88.1% | $5,306-79.1% |