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 | $33,044 | $112,881-70.7% | $90,951-63.7% | $158,922-79.2% |
| Participation rate | 47.1% | 74.7%-27.7pp | 69.0%-22.0pp | 82.0%-34.9pp |
| Annual return | 12.68% | 215.79%-203.1pp | 134.60%-121.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,531 | $4,128-62.9% | $3,373-54.6% | $5,982-74.4% |
| Admin fee / account holder | $871 | $8,041-89.2% | $5,959-85.4% | $11,246-92.3% |