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 | $38,722 | $104,907-63.1% | $84,611-54.2% | $152,861-74.7% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 23.78% | 373.79%-350.0pp | 258.74%-235.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,505 | $4,688-67.9% | $3,899-61.4% | $5,850-74.3% |
| Admin fee / account holder | $342 | $6,241-94.5% | $4,912-93.0% | $11,596-97.0% |