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 | $42,034 | $72,492-42.0% | $87,100-51.7% | $72,985-42.4% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.9%-34.0pp | 69.5%-26.6pp |
| Annual return | 22.11% | 24.46%-2.3pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,110 | $3,270+86.9% | $4,049+50.9% | $3,607+69.4% |
| Admin fee / account holder | $22,197 | $5,055+339.1% | $7,497+196.1% | $5,124+333.2% |