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 | $42,688 | $48,076-11.2% | $78,689-45.8% | $62,891-32.1% |
| Participation rate | 29.0% | 65.2%-36.2pp | 73.6%-44.5pp | 69.3%-40.3pp |
| Annual return | 6.77% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,048 | $2,588-59.5% | $3,517-70.2% | $3,203-67.3% |
| Admin fee / account holder | $3,038 | $3,207-5.3% | $4,510-32.6% | $4,296-29.3% |