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 | $61,353 | $159,602-61.6% | $150,045-59.1% | $142,382-56.9% |
| Participation rate | 31.3% | 84.0%-52.7pp | 82.3%-51.1pp | 80.1%-48.9pp |
| Annual return | 15.16% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,455 | $8,310-58.4% | $7,997-56.8% | $6,507-46.9% |
| Admin fee / account holder | $3,568 | $14,846-76.0% | $13,435-73.4% | $12,624-71.7% |