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 | $38,440 | $62,672-38.7% | $185,117-79.2% | $70,131-45.2% |
| Participation rate | 63.2% | 63.8%-0.6pp | 77.3%-14.1pp | 69.5%-6.4pp |
| Annual return | 14.37% | 40.79%-26.4pp | 40.50%-26.1pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,875 | $3,272-42.7% | $5,045-62.8% | $3,332-43.7% |
| Admin fee / account holder | $1,634 | $3,932-58.4% | $8,159-80.0% | $4,645-64.8% |