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 8-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 | $42,338 | $109,327-61.3% | $89,391-52.6% | $158,922-73.4% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 8.07% | 345.68%-337.6pp | 245.62%-237.5pp | 302.83%-294.8pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,982-100.0% |
| Admin fee / account holder | $494 | $6,153-92.0% | $4,881-89.9% | $11,246-95.6% |