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 | $40,395 | $47,479-14.9% | $62,929-35.8% | $82,448-51.0% |
| Participation rate | 25.8% | 66.9%-41.1pp | 73.1%-47.4pp | 68.1%-42.3pp |
| Annual return | 15.07% | 20.34%-5.3pp | 1063.93%-1048.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,715 | $2,870-40.2% | $3,888-55.9% | $4,139-58.6% |
| Admin fee / account holder | $1,286 | $3,804-66.2% | $5,065-74.6% | $7,234-82.2% |