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 | $31,805 | $48,230-34.1% | $67,502-52.9% | $80,856-60.7% |
| Participation rate | 26.2% | 66.4%-40.2pp | 72.9%-46.7pp | 67.6%-41.5pp |
| Annual return | 13.55% | 18.28%-4.7pp | 3512.12%-3498.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,893 | $2,924-35.3% | $4,000-52.7% | $4,296-55.9% |
| Admin fee / account holder | $4,904 | $3,681+33.2% | $3,998+22.7% | $6,918-29.1% |