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 | $87,822 | $202,432-56.6% | $169,368-48.1% | $139,434-37.0% |
| Participation rate | 35.7% | 81.1%-45.4pp | 77.1%-41.4pp | 80.3%-44.6pp |
| Annual return | 15.18% | 531.74%-516.6pp | 405.60%-390.4pp | 372.94%-357.8pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,094 | $6,938-41.0% | $6,221-34.2% | $6,710-39.0% |
| Admin fee / account holder | $882 | $10,708-91.8% | $9,003-90.2% | $11,403-92.3% |