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 | $97,736 | $198,466-50.8% | $170,442-42.7% | $147,584-33.8% |
| Participation rate | 45.0% | 88.0%-43.0pp | 83.6%-38.6pp | 82.8%-37.8pp |
| Annual return | 10.85% | 257.29%-246.4pp | 205.93%-195.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,624 | $5,629-53.4% | $4,939-46.9% | $5,439-51.8% |
| Admin fee / account holder | $22,372 | $16,852+32.8% | $13,880+61.2% | $10,885+105.5% |