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 | $73,420 | $79,944-8.2% | $98,439-25.4% | $75,163-2.3% |
| Participation rate | 29.5% | 70.4%-40.8pp | 75.2%-45.6pp | 67.2%-37.6pp |
| Annual return | 15.61% | 19.75%-4.1pp | 21.16%-5.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,676 | $3,752-55.3% | $4,738-64.6% | $4,125-59.4% |
| Admin fee / account holder | $1,393 | $6,840-79.6% | $8,948-84.4% | $5,651-75.4% |