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 | $69,654 | $163,101-57.3% | $136,749-49.1% | $142,382-51.1% |
| Participation rate | 43.5% | 78.2%-34.7pp | 72.1%-28.7pp | 80.1%-36.6pp |
| Annual return | 14.73% | 27.54%-12.8pp | 24.33%-9.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,623 | $5,585-70.9% | $4,692-65.4% | $6,507-75.1% |
| Admin fee / account holder | $1,153 | $14,318-91.9% | $11,386-89.9% | $12,624-90.9% |