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 | $32,278 | $100,901-68.0% | $75,670-57.3% | $147,584-78.1% |
| Participation rate | 69.6% | 77.1%-7.6pp | 72.3%-2.8pp | 82.8%-13.3pp |
| Annual return | 15.36% | 35.78%-20.4pp | 27.34%-12.0pp | 578.55%-563.2pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,598 | $4,027-35.5% | $3,142-17.3% | $5,439-52.2% |
| Admin fee / account holder | $1,314 | $11,285-88.4% | $5,800-77.3% | $10,885-87.9% |