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 | $28,395 | $54,705-48.1% | $71,209-60.1% | $84,808-66.5% |
| Participation rate | 40.0% | 64.1%-24.1pp | 73.8%-33.8pp | 68.3%-28.3pp |
| Annual return | 76.72% | 35.90%+40.8pp | 282.51%-205.8pp | 40.90%+35.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,115 | $3,030-63.2% | $4,175-73.3% | $4,212-73.5% |
| Admin fee / account holder | $6,228 | $4,863+28.1% | $5,349+16.4% | $7,344-15.2% |