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 | $64,659 | $109,413-40.9% | $156,263-58.6% | $84,808-23.8% |
| Participation rate | 38.5% | 72.7%-34.2pp | 78.9%-40.4pp | 68.3%-29.8pp |
| Annual return | 36.66% | 20.18%+16.5pp | 59.47%-22.8pp | 40.90%-4.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,132 | $4,590-31.8% | $6,158-49.1% | $4,212-25.6% |
| Admin fee / account holder | $4,887 | $9,357-47.8% | $14,255-65.7% | $7,344-33.5% |