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 | $48,669 | $158,398-69.3% | $126,539-61.5% | $142,382-65.8% |
| Participation rate | 28.6% | 75.8%-47.2pp | 69.8%-41.2pp | 80.1%-51.5pp |
| Annual return | 11.41% | 593.76%-582.3pp | 425.95%-414.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,598 | $4,767-66.5% | $4,083-60.9% | $6,507-75.4% |
| Admin fee / account holder | $5,547 | $6,918-19.8% | $6,065-8.5% | $12,624-56.1% |