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 | $33,481 | $165,912-79.8% | $122,332-72.6% | $147,584-77.3% |
| Participation rate | 45.8% | 79.6%-33.7pp | 71.6%-25.8pp | 82.8%-37.0pp |
| Annual return | 21.07% | 34.55%-13.5pp | 30.27%-9.2pp | 578.55%-557.5pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,179 | $4,005+4.3% | $3,287+27.1% | $5,439-23.2% |
| Admin fee / account holder | $7,532 | $7,424+1.5% | $5,478+37.5% | $10,885-30.8% |