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 | $78,895 | $73,787+6.9% | $98,716-20.1% | $82,448-4.3% |
| Participation rate | 31.3% | 61.4%-30.1pp | 69.3%-37.9pp | 68.1%-36.7pp |
| Annual return | 32.99% | 18.57%+14.4pp | 31.81%+1.2pp | 41.64%-8.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,617 | $3,081-47.5% | $4,048-60.0% | $4,139-60.9% |
| Admin fee / account holder | $7,954 | $6,500+22.4% | $8,703-8.6% | $7,234+9.9% |