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 | $29,850 | $116,175-74.3% | $93,606-68.1% | $152,861-80.5% |
| Participation rate | 43.8% | 78.0%-34.3pp | 75.8%-32.1pp | 82.4%-38.7pp |
| Annual return | 16.88% | 35.96%-19.1pp | 32.76%-15.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,789 | $4,603-61.1% | $4,069-56.0% | $5,850-69.4% |
| Admin fee / account holder | $13,212 | $10,748+22.9% | $7,888+67.5% | $11,596+13.9% |