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 | $44,963 | $91,037-50.6% | $71,671-37.3% | $147,584-69.5% |
| Participation rate | 43.5% | 76.1%-32.6pp | 68.7%-25.3pp | 82.8%-39.4pp |
| Annual return | 12.94% | 20.48%-7.5pp | 20.65%-7.7pp | 578.55%-565.6pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,697 | $4,498-40.0% | $3,438-21.6% | $5,439-50.4% |
| Admin fee / account holder | $1,437 | $8,613-83.3% | $5,558-74.1% | $10,885-86.8% |