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 | $86,929-6.9% | $102,423-21.0% | $80,8560% |
| Participation rate | 48.4% | 72.4%-24.0pp | 76.5%-28.1pp | 67.6%-19.3pp |
| Annual return | 13.10% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,281 | $4,118-44.6% | $5,053-54.9% | $4,296-46.9% |
| Admin fee / account holder | $20,216 | $8,049+151.2% | $9,451+113.9% | $6,918+192.2% |