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 | $45,335 | $53,822-15.8% | $75,696-40.1% | $85,850-47.2% |
| Participation rate | 43.8% | 69.1%-25.2pp | 74.8%-31.0pp | 69.3%-25.5pp |
| Annual return | 23.62% | 24.54%-0.9pp | 104.53%-80.9pp | 318.53%-294.9pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,378 | $2,895-52.4% | $3,821-64.0% | $3,952-65.1% |
| Admin fee / account holder | $2,561 | $3,343-23.4% | $3,619-29.2% | $6,260-59.1% |