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 | $15,840 | $54,705-71.0% | $71,209-77.8% | $84,808-81.3% |
| Participation rate | 34.5% | 64.1%-29.6pp | 73.8%-39.3pp | 68.3%-33.8pp |
| Annual return | 16.04% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $586 | $3,030-80.6% | $4,175-86.0% | $4,212-86.1% |
| Admin fee / account holder | $698 | $4,863-85.7% | $5,349-87.0% | $7,344-90.5% |