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 | $50,036 | $135,952-63.2% | $123,892-59.6% | $273,961-81.7% |
| Participation rate | 34.8% | 84.1%-49.3pp | 81.4%-46.6pp | 83.0%-48.2pp |
| Annual return | 9.11% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,011 | $6,343-21.0% | $5,984-16.3% | $5,287-5.2% |
| Admin fee / account holder | $34,799 | $9,817+254.5% | $8,357+316.4% | $10,132+243.5% |