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 | $60,935 | $157,256-61.3% | $141,162-56.8% | $152,861-60.1% |
| Participation rate | 59.1% | 84.8%-25.7pp | 82.5%-23.4pp | 82.4%-23.4pp |
| Annual return | 17.86% | 64.32%-46.5pp | 71.39%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,409 | $7,109-66.1% | $6,709-64.1% | $5,850-58.8% |
| Admin fee / account holder | $2,709 | $12,120-77.6% | $10,261-73.6% | $11,596-76.6% |