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 | $58,649 | $63,346-7.4% | $92,233-36.4% | $70,131-16.4% |
| Participation rate | 41.3% | 68.7%-27.4pp | 76.5%-35.2pp | 69.5%-28.3pp |
| Annual return | 19.03% | 530.12%-511.1pp | 176.28%-157.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,418 | $2,854+19.8% | $3,897-12.3% | $3,332+2.6% |
| Admin fee / account holder | $2,843 | $3,840-26.0% | $5,194-45.3% | $4,645-38.8% |