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 | $40,095 | $91,190-56.0% | $178,490-77.5% | $79,858-49.8% |
| Participation rate | 58.7% | 69.2%-10.5pp | 81.9%-23.2pp | 69.6%-10.9pp |
| Annual return | 13.78% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,721 | $3,236-46.8% | $5,202-66.9% | $3,740-54.0% |
| Admin fee / account holder | $8,516 | $6,751+26.2% | $13,984-39.1% | $5,306+60.5% |