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 9-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 | $42,918 | $80,968-47.0% | $96,544-55.5% | $75,163-42.9% |
| Participation rate | 36.1% | 71.8%-35.7pp | 76.0%-39.9pp | 67.2%-31.1pp |
| Annual return | 13.73% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,002 | $3,928-49.0% | $4,851-58.7% | $4,125-51.5% |
| Admin fee / account holder | $7,642 | $6,724+13.6% | $8,252-7.4% | $5,651+35.2% |