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 | $36,171 | $159,901-77.4% | $146,958-75.4% | $145,922-75.2% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.2%-25.9pp | 80.3%-24.0pp |
| Annual return | 11.49% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,172 | $8,428-38.6% | $8,070-35.9% | $6,688-22.7% |
| Admin fee / account holder | $32,891 | $15,044+118.6% | $12,998+153.0% | $13,397+145.5% |