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 | $25,634 | $215,361-88.1% | $171,082-85.0% | $273,961-90.6% |
| Participation rate | 17.6% | 82.0%-64.4pp | 76.7%-59.0pp | 83.0%-65.4pp |
| Annual return | 3.67% | 25.14%-21.5pp | 32.56%-28.9pp | 41.45%-37.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,242 | $5,543-77.6% | $4,797-74.1% | $5,287-76.5% |
| Admin fee / account holder | $413 | $10,846-96.2% | $8,520-95.2% | $10,132-95.9% |