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 | $63,872 | $87,540-27.0% | $75,781-15.7% | $125,391-49.1% |
| Participation rate | 47.6% | 80.2%-32.5pp | 75.8%-28.2pp | 83.2%-35.6pp |
| Annual return | 26.64% | 13.48%+13.2pp | 9.68%+17.0pp | 282.22%-255.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,443 | $4,229-18.6% | $3,651-5.7% | $5,352-35.7% |
| Admin fee / account holder | $3,727 | $6,502-42.7% | $5,299-29.7% | $9,540-60.9% |