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 | $44,223 | $46,553-5.0% | $64,056-31.0% | $75,163-41.2% |
| Participation rate | 39.7% | 65.9%-26.3pp | 72.3%-32.6pp | 67.2%-27.5pp |
| Annual return | 13.62% | 26.03%-12.4pp | 33.69%-20.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,101 | $2,837-61.2% | $3,880-71.6% | $4,125-73.3% |
| Admin fee / account holder | $2,612 | $2,952-11.5% | $3,068-14.9% | $5,651-53.8% |