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 | $59,098 | $99,652-40.7% | $78,778-25.0% | $147,584-60.0% |
| Participation rate | 41.2% | 76.2%-35.1pp | 69.2%-28.0pp | 82.8%-41.7pp |
| Annual return | 15.40% | 47.28%-31.9pp | 35.62%-20.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,340 | $3,664-63.4% | $2,958-54.7% | $5,439-75.4% |
| Admin fee / account holder | $1,720 | $7,155-76.0% | $5,134-66.5% | $10,885-84.2% |