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 | $78,299 | $95,561-18.1% | $77,163+1.5% | $139,434-43.8% |
| Participation rate | 23.8% | 73.9%-50.1pp | 69.6%-45.8pp | 80.3%-56.5pp |
| Annual return | 14.99% | 54.92%-39.9pp | 37.87%-22.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,320 | $4,624-71.4% | $3,833-65.6% | $6,710-80.3% |
| Admin fee / account holder | $12,606 | $8,295+52.0% | $5,472+130.4% | $11,403+10.6% |