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 | $57,336 | $101,724-43.6% | $164,813-65.2% | $80,856-29.1% |
| Participation rate | 45.5% | 71.8%-26.4pp | 78.6%-33.1pp | 67.6%-22.2pp |
| Annual return | 13.48% | 16.72%-3.2pp | 69.93%-56.5pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,854 | $4,477-36.2% | $6,031-52.7% | $4,296-33.6% |
| Admin fee / account holder | $904 | $8,227-89.0% | $12,690-92.9% | $6,918-86.9% |