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 | $69,991 | $70,669-1.0% | $169,368-58.7% | $75,163-6.9% |
| Participation rate | 37.5% | 64.8%-27.3pp | 77.1%-39.6pp | 67.2%-29.7pp |
| Annual return | 19.67% | 36.36%-16.7pp | 405.60%-385.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,667 | $4,311-61.3% | $6,221-73.2% | $4,125-59.6% |
| Admin fee / account holder | $1,508 | $5,402-72.1% | $9,003-83.2% | $5,651-73.3% |