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 | $21,589 | $127,386-83.1% | $115,037-81.2% | $125,391-82.8% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | 0.49% | 31.28%-30.8pp | 26.14%-25.7pp | 282.22%-281.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,605 | $6,423+34.0% | $6,026+42.8% | $5,352+60.8% |
| Admin fee / account holder | $39,900 | $9,516+319.3% | $8,175+388.1% | $9,540+318.2% |