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 | $38,408 | $51,175-24.9% | $70,515-45.5% | $75,163-48.9% |
| Participation rate | 29.3% | 60.9%-31.7pp | 68.3%-39.1pp | 67.2%-37.9pp |
| Annual return | 14.34% | 30.02%-15.7pp | 32.77%-18.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,007 | $2,849-64.7% | $4,567-78.0% | $4,125-75.6% |
| Admin fee / account holder | $853 | $4,091-79.2% | $6,412-86.7% | $5,651-84.9% |