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 | $24,447 | $111,754-78.1% | $103,333-76.3% | $145,922-83.2% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.5%-32.4pp | 80.3%-38.2pp |
| Annual return | 18.68% | 24.77%-6.1pp | 24.88%-6.2pp | 561.29%-542.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,586 | $5,619-71.8% | $5,057-68.6% | $6,688-76.3% |
| Admin fee / account holder | $1,442 | $9,750-85.2% | $8,355-82.7% | $13,397-89.2% |