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 | $74,544 | $73,933+0.8% | $96,683-22.9% | $75,163-0.8% |
| Participation rate | 46.9% | 66.4%-19.5pp | 74.3%-27.4pp | 67.2%-20.3pp |
| Annual return | 19.94% | 26.70%-6.8pp | 35.69%-15.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,926 | $3,659-20.0% | $4,878-40.0% | $4,125-29.1% |
| Admin fee / account holder | $10,836 | $5,216+107.7% | $6,730+61.0% | $5,651+91.8% |