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 | $42,554 | $54,705-22.2% | $71,209-40.2% | $84,808-49.8% |
| Participation rate | 33.3% | 64.1%-30.7pp | 73.8%-40.4pp | 68.3%-35.0pp |
| Annual return | 14.72% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $799 | $3,030-73.6% | $4,175-80.9% | $4,212-81.0% |
| Admin fee / account holder | $11,822 | $4,863+143.1% | $5,349+121.0% | $7,344+61.0% |