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 | $111,064 | $104,664+6.1% | $85,682+29.6% | $167,490-33.7% |
| Participation rate | 36.4% | 76.4%-40.0pp | 69.9%-33.5pp | 82.1%-45.7pp |
| Annual return | 21.36% | 21.45%-0.1pp | 21.49%-0.1pp | 478.56%-457.2pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,314 | $4,824-72.8% | $3,923-66.5% | $6,341-79.3% |
| Admin fee / account holder | $4,732 | $10,032-52.8% | $6,873-31.2% | $12,309-61.6% |