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 | $77,069 | $103,376-25.4% | $87,100-11.5% | $152,861-49.6% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.9%-13.2pp | 82.4%-18.8pp |
| Annual return | 17.34% | 28.10%-10.8pp | 28.19%-10.8pp | 345.32%-328.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,994 | $4,778-37.3% | $4,049-26.0% | $5,850-48.8% |
| Admin fee / account holder | $35,457 | $12,205+190.5% | $7,497+373.0% | $11,596+205.8% |