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 | $67,339 | $111,724-39.7% | $93,606-28.1% | $145,922-53.9% |
| Participation rate | 52.6% | 74.2%-21.6pp | 68.7%-16.1pp | 80.3%-27.6pp |
| Annual return | 8.60% | 202.98%-194.4pp | 133.20%-124.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,939 | $4,912-40.2% | $4,411-33.4% | $6,688-56.1% |
| Admin fee / account holder | $1,444 | $10,250-85.9% | $8,285-82.6% | $13,397-89.2% |