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 | $98,389 | $135,952-27.6% | $123,892-20.6% | $273,961-64.1% |
| Participation rate | 43.8% | 84.1%-40.3pp | 81.4%-37.7pp | 83.0%-39.3pp |
| Annual return | 6.57% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,083 | $6,343-67.2% | $5,984-65.2% | $5,287-60.6% |
| Admin fee / account holder | $11,497 | $9,817+17.1% | $8,357+37.6% | $10,132+13.5% |