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 | $41,439 | $61,156-32.2% | $185,823-77.7% | $79,386-47.8% |
| Participation rate | 58.0% | 66.6%-8.6pp | 81.7%-23.7pp | 70.7%-12.7pp |
| Annual return | 27.15% | 19.45%+7.7pp | 122.05%-94.9pp | 116.85%-89.7pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,557 | $2,789-44.2% | $5,568-72.0% | $4,046-61.5% |
| Admin fee / account holder | $1,644 | $710+131.7% | $16,237-89.9% | $626+162.4% |