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 | $51,082 | $172,478-70.4% | $145,661-64.9% | $142,382-64.1% |
| Participation rate | 58.8% | 80.1%-21.3pp | 77.2%-18.4pp | 80.1%-21.3pp |
| Annual return | 13.75% | 151.09%-137.3pp | 101.46%-87.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,149 | $8,348-62.3% | $7,198-56.3% | $6,507-51.6% |
| Admin fee / account holder | $467 | $16,864-97.2% | $12,466-96.3% | $12,624-96.3% |