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 | $75,138 | $106,515-29.5% | $96,683-22.3% | $139,434-46.1% |
| Participation rate | 23.8% | 77.8%-54.0pp | 74.3%-50.5pp | 80.3%-56.5pp |
| Annual return | 11.32% | 38.43%-27.1pp | 35.69%-24.4pp | 372.94%-361.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $861 | $7,877-89.1% | $6,730-87.2% | $11,403-92.4% |