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 | $114,590 | $148,534-22.9% | $135,903-15.7% | $139,434-17.8% |
| Participation rate | 22.2% | 83.9%-61.6pp | 81.9%-59.7pp | 80.3%-58.1pp |
| Annual return | 19.64% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,467 | $8,100-57.2% | $7,758-55.3% | $6,710-48.3% |
| Admin fee / account holder | $5,684 | $12,400-54.2% | $10,762-47.2% | $11,403-50.2% |