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 8-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 | $42,303 | $46,553-9.1% | $64,056-34.0% | $75,163-43.7% |
| Participation rate | 13.4% | 65.9%-52.5pp | 72.3%-58.9pp | 67.2%-53.8pp |
| Annual return | 23.09% | 26.03%-2.9pp | 33.69%-10.6pp | 160.62%-137.5pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,078 | $2,837-62.0% | $3,880-72.2% | $4,125-73.9% |
| Admin fee / account holder | $1,320 | $2,952-55.3% | $3,068-57.0% | $5,651-76.6% |