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 | $34,737 | $99,985-65.3% | $146,665-76.3% | $85,850-59.5% |
| Participation rate | 53.6% | 73.1%-19.5pp | 80.1%-26.5pp | 69.3%-15.7pp |
| Annual return | 11.26% | 18.93%-7.7pp | 22.74%-11.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,112 | $4,006-47.3% | $5,506-61.6% | $3,952-46.6% |
| Admin fee / account holder | $2,793 | $7,702-63.7% | $10,280-72.8% | $6,260-55.4% |