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 | $79,358 | $112,729-29.6% | $98,716-19.6% | $137,256-42.2% |
| Participation rate | 54.2% | 74.2%-20.1pp | 69.3%-15.1pp | 80.0%-25.8pp |
| Annual return | 14.98% | 38.48%-23.5pp | 31.81%-16.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,217 | $4,640-52.2% | $4,048-45.2% | $6,407-65.4% |
| Admin fee / account holder | $2,572 | $10,129-74.6% | $8,703-70.4% | $12,270-79.0% |