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 | $33,482 | $157,256-78.7% | $141,162-76.3% | $152,861-78.1% |
| Participation rate | 40.9% | 84.8%-43.9pp | 82.5%-41.6pp | 82.4%-41.5pp |
| Annual return | 22.99% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,752 | $7,109-19.1% | $6,709-14.3% | $5,850-1.7% |
| Admin fee / account holder | $16,112 | $12,120+32.9% | $10,261+57.0% | $11,596+38.9% |