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 | $28,956 | $69,207-58.2% | $64,056-54.8% | $139,434-79.2% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 18.21% | 45.88%-27.7pp | 33.69%-15.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,434 | $4,682+16.1% | $3,880+40.1% | $6,710-19.0% |
| Admin fee / account holder | $12,224 | $4,244+188.0% | $3,068+298.4% | $11,403+7.2% |