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 | $22,793 | $85,202-73.2% | $172,739-86.8% | $72,985-68.8% |
| Participation rate | 22.4% | 70.1%-47.7pp | 82.6%-60.3pp | 69.5%-47.1pp |
| Annual return | 36.82% | 27.32%+9.5pp | 802.84%-766.0pp | 81.00%-44.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,159 | $3,260-64.4% | $5,198-77.7% | $3,607-67.9% |
| Admin fee / account holder | $4,606 | $5,884-21.7% | $13,954-67.0% | $5,124-10.1% |