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 | $39,545 | $99,985-60.4% | $146,665-73.0% | $85,850-53.9% |
| Participation rate | 50.0% | 73.1%-23.1pp | 80.1%-30.1pp | 69.3%-19.3pp |
| Annual return | 24.84% | 18.93%+5.9pp | 22.74%+2.1pp | 318.53%-293.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,930 | $4,006-51.8% | $5,506-64.9% | $3,952-51.2% |
| Admin fee / account holder | $3,894 | $7,702-49.4% | $10,280-62.1% | $6,260-37.8% |