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 | $16,552 | $87,540-81.1% | $75,781-78.2% | $125,391-86.8% |
| Participation rate | 23.5% | 80.2%-56.6pp | 75.8%-52.3pp | 83.2%-59.7pp |
| Annual return | 15.15% | 13.48%+1.7pp | 9.68%+5.5pp | 282.22%-267.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,232 | $4,229-70.9% | $3,651-66.3% | $5,352-77.0% |
| Admin fee / account holder | $1,535 | $6,502-76.4% | $5,299-71.0% | $9,540-83.9% |