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 | $17,767 | $52,953-66.4% | $172,739-89.7% | $65,185-72.7% |
| Participation rate | 22.4% | 66.2%-43.8pp | 82.6%-60.2pp | 70.2%-47.8pp |
| Annual return | 18.30% | 30.12%-11.8pp | 802.84%-784.5pp | 29.38%-11.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,283 | $2,471-48.1% | $5,198-75.3% | $3,514-63.5% |
| Admin fee / account holder | $382 | $472-19.0% | $13,954-97.3% | $847-54.9% |