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 | $58,570 | $85,202-31.3% | $172,739-66.1% | $72,985-19.8% |
| Participation rate | 28.1% | 70.1%-41.9pp | 82.6%-54.5pp | 69.5%-41.4pp |
| Annual return | 21.11% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $944 | $3,260-71.0% | $5,198-81.8% | $3,607-73.8% |
| Admin fee / account holder | $5,966 | $5,884+1.4% | $13,954-57.2% | $5,124+16.4% |