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 | $57,876 | $165,912-65.1% | $122,332-52.7% | $147,584-60.8% |
| Participation rate | 30.0% | 79.6%-49.6pp | 71.6%-41.6pp | 82.8%-52.8pp |
| Annual return | 14.75% | 34.55%-19.8pp | 30.27%-15.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,726 | $4,005-32.0% | $3,287-17.1% | $5,439-49.9% |
| Admin fee / account holder | $5,780 | $7,424-22.1% | $5,478+5.5% | $10,885-46.9% |