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 | $59,355 | $67,411-12.0% | $91,001-34.8% | $70,131-15.4% |
| Participation rate | 31.7% | 71.4%-39.7pp | 75.6%-43.9pp | 69.5%-37.8pp |
| Annual return | 18.61% | -40.16%+58.8pp | 4.60%+14.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,759 | $2,823-37.7% | $3,547-50.4% | $3,332-47.2% |
| Admin fee / account holder | $496 | $4,236-88.3% | $5,417-90.8% | $4,645-89.3% |