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 | $33,006 | $46,869-29.6% | $122,332-73.0% | $70,131-52.9% |
| Participation rate | 36.8% | 58.2%-21.3pp | 71.6%-34.8pp | 69.5%-32.7pp |
| Annual return | 13.85% | 24.22%-10.4pp | 30.27%-16.4pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $919 | $2,166-57.6% | $3,287-72.0% | $3,332-72.4% |
| Admin fee / account holder | $8,636 | $3,322+159.9% | $5,478+57.7% | $4,645+85.9% |