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 | $22,606 | $53,516-57.8% | $126,539-82.1% | $84,808-73.3% |
| Participation rate | 19.2% | 58.2%-39.0pp | 69.8%-50.6pp | 68.3%-49.1pp |
| Annual return | 14.98% | 58.34%-43.4pp | 425.95%-411.0pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,430 | $2,671-46.4% | $4,083-65.0% | $4,212-66.0% |
| Admin fee / account holder | $5,129 | $4,497+14.1% | $6,065-15.4% | $7,344-30.2% |