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 | $100,824 | $124,281-18.9% | $109,143-7.6% | $167,490-39.8% |
| Participation rate | 53.3% | 79.4%-26.1pp | 75.9%-22.5pp | 82.1%-28.8pp |
| Annual return | 10.08% | 26.04%-16.0pp | 25.75%-15.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,343 | $5,255-36.4% | $4,653-28.1% | $6,341-47.3% |
| Admin fee / account holder | $2,351 | $7,970-70.5% | $6,752-65.2% | $12,309-80.9% |