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 | $47,928 | $56,053-14.5% | $75,972-36.9% | $80,856-40.7% |
| Participation rate | 40.7% | 62.0%-21.3pp | 69.1%-28.3pp | 67.6%-26.9pp |
| Annual return | 15.26% | 20.53%-5.3pp | 359.55%-344.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,219 | $3,052-27.3% | $4,255-47.9% | $4,296-48.3% |
| Admin fee / account holder | $308 | $5,234-94.1% | $6,467-95.2% | $6,918-95.5% |