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 | $39,213 | $66,402-40.9% | $109,895-64.3% | $85,850-54.3% |
| Participation rate | 43.4% | 63.9%-20.5pp | 74.2%-30.8pp | 69.3%-25.9pp |
| Annual return | 13.25% | 19.59%-6.3pp | 29.45%-16.2pp | 318.53%-305.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,797 | $2,842-1.6% | $4,048-30.9% | $3,952-29.2% |
| Admin fee / account holder | $1,425 | $4,557-68.7% | $6,066-76.5% | $6,260-77.2% |