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 | $119,563 | $163,101-26.7% | $136,749-12.6% | $142,382-16.0% |
| Participation rate | 20.0% | 78.2%-58.2pp | 72.1%-52.1pp | 80.1%-60.1pp |
| Annual return | 12.69% | 27.54%-14.9pp | 24.33%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,177 | $14,318-91.8% | $11,386-89.7% | $12,624-90.7% |