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 | $63,255 | $59,839+5.7% | $81,983-22.8% | $79,858-20.8% |
| Participation rate | 38.9% | 61.6%-22.7pp | 69.2%-30.4pp | 69.6%-30.7pp |
| Annual return | 18.15% | 17.56%+0.6pp | 41.31%-23.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,677 | $2,695-0.7% | $3,722-28.1% | $3,740-28.4% |
| Admin fee / account holder | $4,268 | $4,287-0.5% | $5,664-24.7% | $5,306-19.6% |