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 | $61,359 | $67,984-9.7% | $65,493-6.3% | $74,304-17.4% |
| Participation rate | 26.2% | 66.3%-40.1pp | 73.1%-46.9pp | 60.3%-34.1pp |
| Annual return | 11.67% | 19.87%-8.2pp | 982.45%-970.8pp | 29.43%-17.8pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,474 | $3,346-56.0% | $3,961-62.8% | $3,767-60.9% |
| Admin fee / account holder | $9,295 | $1,373+577.1% | $5,028+84.9% | $2,969+213.1% |