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 | $75,550 | $118,919-36.5% | $88,538-14.7% | $152,861-50.6% |
| Participation rate | 37.5% | 73.4%-35.9pp | 68.7%-31.2pp | 82.4%-44.9pp |
| Annual return | 9.53% | 47.92%-38.4pp | 43.64%-34.1pp | 345.32%-335.8pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,610 | $3,549+1.7% | $2,914+23.9% | $5,850-38.3% |
| Admin fee / account holder | $1,668 | $5,876-71.6% | $4,310-61.3% | $11,596-85.6% |