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 | $60,815 | $104,907-42.0% | $84,611-28.1% | $152,861-60.2% |
| Participation rate | 61.5% | 74.8%-13.3pp | 68.2%-6.7pp | 82.4%-20.9pp |
| Annual return | 20.87% | 373.79%-352.9pp | 258.74%-237.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,671 | $4,688-21.7% | $3,899-5.8% | $5,850-37.2% |
| Admin fee / account holder | $2,882 | $6,241-53.8% | $4,912-41.3% | $11,596-75.1% |