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 | $36,555 | $44,960-18.7% | $84,966-57.0% | $74,495-50.9% |
| Participation rate | 29.8% | 49.4%-19.5pp | 67.5%-37.7pp | 67.2%-37.4pp |
| Annual return | 12.76% | 26.24%-13.5pp | 66.38%-53.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,002 | $2,731-26.7% | $4,519-55.7% | $4,346-53.9% |
| Admin fee / account holder | $6,802 | $2,209+207.9% | $6,149+10.6% | $1,942+250.3% |