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 7-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 | $14,758 | $53,822-72.6% | $75,696-80.5% | $85,850-82.8% |
| Participation rate | 30.6% | 69.1%-38.5pp | 74.8%-44.2pp | 69.3%-38.7pp |
| Annual return | 13.15% | 24.54%-11.4pp | 104.53%-91.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,679 | $2,895-42.0% | $3,821-56.1% | $3,952-57.5% |
| Admin fee / account holder | $1,701 | $3,343-49.1% | $3,619-53.0% | $6,260-72.8% |