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 | $35,557 | $51,175-30.5% | $70,515-49.6% | $75,163-52.7% |
| Participation rate | 42.9% | 60.9%-18.1pp | 68.3%-25.5pp | 67.2%-24.3pp |
| Annual return | 21.05% | 30.02%-9.0pp | 32.77%-11.7pp | 160.62%-139.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,359 | $2,849-17.2% | $4,567-48.3% | $4,125-42.8% |
| Admin fee / account holder | $496 | $4,091-87.9% | $6,412-92.3% | $5,651-91.2% |