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 | $89,730 | $126,574-29.1% | $106,213-15.5% | $145,922-38.5% |
| Participation rate | 56.5% | 77.6%-21.1pp | 75.3%-18.8pp | 80.3%-23.8pp |
| Annual return | 8.32% | 224.79%-216.5pp | 116.14%-107.8pp | 561.29%-553.0pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,349 | $5,724-59.0% | $5,016-53.2% | $6,688-64.9% |
| Admin fee / account holder | $1,891 | $17,304-89.1% | $11,033-82.9% | $13,397-85.9% |