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 | $42,164 | $228,332-81.5% | $185,823-77.3% | $158,922-73.5% |
| Participation rate | 36.4% | 82.3%-45.9pp | 78.0%-41.7pp | 82.0%-45.6pp |
| Annual return | 12.27% | 40.80%-28.5pp | 35.95%-23.7pp | 302.83%-290.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,860 | $6,415-71.0% | $5,632-67.0% | $5,982-68.9% |
| Admin fee / account holder | $28,905 | $11,864+143.6% | $9,500+204.3% | $11,246+157.0% |