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 | $58,085 | $114,381-49.2% | $107,525-46.0% | $142,382-59.2% |
| Participation rate | 23.8% | 78.1%-54.3pp | 75.1%-51.3pp | 80.1%-56.3pp |
| Annual return | 19.90% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,731 | $5,564-68.9% | $5,116-66.2% | $6,507-73.4% |
| Admin fee / account holder | $1,932 | $9,860-80.4% | $8,919-78.3% | $12,624-84.7% |