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 | $83,549 | $107,452-22.2% | $91,541-8.7% | $142,382-41.3% |
| Participation rate | 22.2% | 75.1%-52.9pp | 69.8%-47.6pp | 80.1%-57.9pp |
| Annual return | 16.45% | 22.06%-5.6pp | 20.50%-4.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,287 | $4,754-72.9% | $4,008-67.9% | $6,507-80.2% |
| Admin fee / account holder | $6,516 | $8,834-26.2% | $6,956-6.3% | $12,624-48.4% |