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 | $145,772 | $176,812-17.6% | $146,665-0.6% | $167,490-13.0% |
| Participation rate | 40.0% | 83.6%-43.6pp | 80.1%-40.1pp | 82.1%-42.1pp |
| Annual return | 16.60% | 24.03%-7.4pp | 22.74%-6.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,125 | $6,440-51.5% | $5,506-43.2% | $6,341-50.7% |
| Admin fee / account holder | $7,051 | $13,259-46.8% | $10,280-31.4% | $12,309-42.7% |