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 | $53,507 | $210,408-74.6% | $153,485-65.1% | $145,922-63.3% |
| Participation rate | 54.5% | 82.1%-27.6pp | 77.1%-22.5pp | 80.3%-25.7pp |
| Annual return | 10.59% | 13.37%-2.8pp | 15.65%-5.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $0 | $6,048-100.0% | $5,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,705 | $7,975-66.1% | $6,757-60.0% | $6,688-59.5% |
| Admin fee / account holder | $3,777 | $19,419-80.6% | $12,724-70.3% | $13,397-71.8% |