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 | $37,094 | $104,251-64.4% | $91,001-59.2% | $147,584-74.9% |
| Participation rate | 47.4% | 78.2%-30.9pp | 75.6%-28.2pp | 82.8%-35.5pp |
| Annual return | 20.19% | 27.06%-6.9pp | 4.60%+15.6pp | 578.55%-558.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,200 | $4,195-71.4% | $3,547-66.2% | $5,439-77.9% |
| Admin fee / account holder | $1,303 | $8,948-85.4% | $5,417-76.0% | $10,885-88.0% |