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 | $64,593 | $118,427-45.5% | $66,042-2.2% | $142,382-54.6% |
| Participation rate | 21.1% | 68.1%-47.1pp | 67.5%-46.5pp | 80.1%-59.1pp |
| Annual return | 15.31% | 35.57%-20.3pp | 52.11%-36.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $494 | $4,311-88.5% | $2,835-82.6% | $6,507-92.4% |
| Admin fee / account holder | $718 | $9,593-92.5% | $5,747-87.5% | $12,624-94.3% |