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 | $71,866 | $78,672-8.7% | $109,143-34.2% | $85,850-16.3% |
| Participation rate | 55.8% | 68.3%-12.4pp | 75.9%-20.0pp | 69.3%-13.5pp |
| Annual return | 16.14% | 25.09%-9.0pp | 25.75%-9.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,042 | $3,467-41.1% | $4,653-56.1% | $3,952-48.3% |
| Admin fee / account holder | $2,229 | $5,469-59.2% | $6,752-67.0% | $6,260-64.4% |