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 | $47,475 | $48,230-1.6% | $67,502-29.7% | $80,856-41.3% |
| Participation rate | 29.1% | 66.4%-37.3pp | 72.9%-43.8pp | 67.6%-38.6pp |
| Annual return | 12.83% | 18.28%-5.5pp | 3512.12%-3499.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,010 | $2,924-65.5% | $4,000-74.8% | $4,296-76.5% |
| Admin fee / account holder | $2,525 | $3,681-31.4% | $3,998-36.8% | $6,918-63.5% |