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 | $32,905 | $175,202-81.2% | $149,673-78.0% | $139,434-76.4% |
| Participation rate | 52.6% | 83.4%-30.7pp | 78.8%-26.1pp | 80.3%-27.7pp |
| Annual return | 15.32% | 166.71%-151.4pp | 134.42%-119.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,658 | $6,519-59.2% | $5,680-53.2% | $6,710-60.4% |
| Admin fee / account holder | $1,117 | $16,150-93.1% | $13,210-91.5% | $11,403-90.2% |