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 | $20,691 | $107,334-80.7% | $92,893-77.7% | $152,861-86.5% |
| Participation rate | 38.9% | 79.8%-40.9pp | 76.0%-37.1pp | 82.4%-43.6pp |
| Annual return | 15.92% | 145.58%-129.7pp | 109.41%-93.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,302 | $4,845-73.1% | $4,236-69.3% | $5,850-77.8% |
| Admin fee / account holder | $2,267 | $7,079-68.0% | $5,794-60.9% | $11,596-80.5% |