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 | $24,723 | $103,376-76.1% | $87,100-71.6% | $152,861-83.8% |
| Participation rate | 45.5% | 79.3%-33.9pp | 76.9%-31.4pp | 82.4%-37.0pp |
| Annual return | 19.85% | 28.10%-8.3pp | 28.19%-8.3pp | 345.32%-325.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,884 | $4,778+23.1% | $4,049+45.3% | $5,850+0.6% |
| Admin fee / account holder | $1,564 | $12,205-87.2% | $7,497-79.1% | $11,596-86.5% |