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 | $36,864 | $105,859-65.2% | $90,160-59.1% | $147,584-75.0% |
| Participation rate | 25.0% | 79.7%-54.7pp | 76.9%-51.9pp | 82.8%-57.8pp |
| Annual return | 21.19% | 37.63%-16.4pp | 34.88%-13.7pp | 578.55%-557.4pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,017 | $5,733-64.8% | $5,288-61.8% | $5,439-62.9% |
| Admin fee / account holder | $14,043 | $8,046+74.5% | $5,943+136.3% | $10,885+29.0% |