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 8-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 | $29,509 | $48,230-38.8% | $67,502-56.3% | $80,856-63.5% |
| Participation rate | 43.9% | 66.4%-22.5pp | 72.9%-29.0pp | 67.6%-23.7pp |
| Annual return | 20.34% | 18.28%+2.1pp | 3512.12%-3491.8pp | 35.59%-15.3pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,645 | $2,924-9.5% | $4,000-33.9% | $4,296-38.4% |
| Admin fee / account holder | $612 | $3,681-83.4% | $3,998-84.7% | $6,918-91.2% |