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 9-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 | $37,496 | $41,078-8.7% | $80,569-53.5% | $71,457-47.5% |
| Participation rate | 28.4% | 50.2%-21.8pp | 67.0%-38.5pp | 67.9%-39.5pp |
| Annual return | 18.68% | 38.45%-19.8pp | 935.43%-916.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,257 | $2,699-16.4% | $4,447-49.3% | $4,289-47.4% |
| Admin fee / account holder | $6,895 | $1,840+274.6% | $5,377+28.2% | $1,587+334.4% |