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 | $23,123 | $177,572-87.0% | $154,803-85.1% | $142,382-83.8% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.1%-49.5pp | 80.1%-51.5pp |
| Annual return | 24.20% | 65.07%-40.9pp | 58.88%-34.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,145 | $6,272-65.8% | $5,540-61.3% | $6,507-67.0% |
| Admin fee / account holder | $10,587 | $16,786-36.9% | $14,329-26.1% | $12,624-16.1% |