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 | $34,392 | $37,426-8.1% | $77,482-55.6% | $79,858-56.9% |
| Participation rate | 18.8% | 41.5%-22.8pp | 54.2%-35.4pp | 69.6%-50.9pp |
| Annual return | 13.79% | 39.70%-25.9pp | 54.79%-41.0pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,507 | $1,260+19.6% | $1,861-19.0% | $3,740-59.7% |
| Admin fee / account holder | $2,037 | $2,504-18.6% | $2,858-28.7% | $5,306-61.6% |