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 | $71,458 | $86,286-17.2% | $111,297-35.8% | $85,850-16.8% |
| Participation rate | 61.7% | 73.3%-11.6pp | 77.3%-15.6pp | 69.3%-7.6pp |
| Annual return | 17.25% | 19.99%-2.7pp | 54.65%-37.4pp | 318.53%-301.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,032 | $3,641+120.6% | $4,487+79.0% | $3,952+103.2% |
| Admin fee / account holder | $4,181 | $8,188-48.9% | $7,964-47.5% | $6,260-33.2% |