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 | $37,979 | $165,335-77.0% | $149,696-74.6% | $158,922-76.1% |
| Participation rate | 31.6% | 84.6%-53.0pp | 82.5%-50.9pp | 82.0%-50.4pp |
| Annual return | 11.87% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,138 | $7,181-28.5% | $6,842-24.9% | $5,982-14.1% |
| Admin fee / account holder | $13,249 | $10,807+22.6% | $9,309+42.3% | $11,246+17.8% |