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 5-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 | $36,053 | $114,381-68.5% | $107,525-66.5% | $142,382-74.7% |
| Participation rate | 18.8% | 78.1%-59.4pp | 75.1%-56.3pp | 80.1%-61.4pp |
| Annual return | 26.92% | 242.71%-215.8pp | 181.32%-154.4pp | 217.08%-190.2pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,522 | $5,564-54.7% | $5,116-50.7% | $6,507-61.2% |
| Admin fee / account holder | $26,626 | $9,860+170.0% | $8,919+198.5% | $12,624+110.9% |