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 | $62,180 | $69,207-10.2% | $64,056-2.9% | $139,434-55.4% |
| Participation rate | 34.8% | 75.6%-40.8pp | 72.3%-37.5pp | 80.3%-45.5pp |
| Annual return | 24.64% | 45.88%-21.2pp | 33.69%-9.1pp | 372.94%-348.3pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,426 | $4,682-69.5% | $3,880-63.2% | $6,710-78.7% |
| Admin fee / account holder | $986 | $4,244-76.8% | $3,068-67.9% | $11,403-91.4% |