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 | $50,770 | $226,064-77.5% | $182,532-72.2% | $152,861-66.8% |
| Participation rate | 47.4% | 82.5%-35.1pp | 78.0%-30.6pp | 82.4%-35.1pp |
| Annual return | 30.71% | 192.51%-161.8pp | 148.54%-117.8pp | 345.32%-314.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,234 | $6,368-80.6% | $5,524-77.7% | $5,850-78.9% |
| Admin fee / account holder | $647 | $10,703-94.0% | $8,592-92.5% | $11,596-94.4% |