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 | $80,896 | $86,922-6.9% | $102,438-21.0% | $80,8740% |
| Participation rate | 48.4% | 72.4%-24.0pp | 76.5%-28.1pp | 67.6%-19.3pp |
| Annual return | 13.10% | 18.90%-5.8pp | 29.37%-16.3pp | 35.62%-22.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,281 | $4,119-44.6% | $5,054-54.9% | $4,297-46.9% |
| Admin fee / account holder | $20,216 | $8,050+151.1% | $9,448+114.0% | $6,935+191.5% |