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 | $58,168 | $118,849-51.1% | $96,562-39.8% | $167,490-65.3% |
| Participation rate | 35.7% | 75.5%-39.8pp | 69.8%-34.1pp | 82.1%-46.4pp |
| Annual return | 13.16% | 50.49%-37.3pp | 37.78%-24.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,471 | $4,616-68.1% | $3,849-61.8% | $6,341-76.8% |
| Admin fee / account holder | $998 | $8,065-87.6% | $6,181-83.9% | $12,309-91.9% |