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 | $41,291 | $202,432-79.6% | $169,368-75.6% | $139,434-70.4% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 25.59% | 531.74%-506.2pp | 405.60%-380.0pp | 372.94%-347.4pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,732 | $6,938-60.6% | $6,221-56.1% | $6,710-59.3% |
| Admin fee / account holder | $1,766 | $10,708-83.5% | $9,003-80.4% | $11,403-84.5% |