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 | $50,872 | $107,334-52.6% | $92,893-45.2% | $152,861-66.7% |
| Participation rate | 45.0% | 79.8%-34.8pp | 76.0%-31.0pp | 82.4%-37.4pp |
| Annual return | 20.55% | 145.58%-125.0pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,715 | $4,845-44.0% | $4,236-35.9% | $5,850-53.6% |
| Admin fee / account holder | $3,231 | $7,079-54.4% | $5,794-44.2% | $11,596-72.1% |