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 | $61,161 | $97,757-37.4% | $83,848-27.1% | $135,375-54.8% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -5.17% | 1287.37%-1292.5pp | 850.88%-856.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $845 | $4,222-80.0% | $3,631-76.7% | $4,779-82.3% |
| Participant deferral / active EE | $2,324 | $4,682-50.4% | $4,082-43.1% | $5,609-58.6% |
| Admin fee / account holder | $2,949 | $6,674-55.8% | $5,478-46.2% | $10,827-72.8% |