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 8-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 | $84,834 | $98,240-13.6% | $82,313+3.1% | $147,584-42.5% |
| Participation rate | 47.1% | 79.7%-32.7pp | 76.9%-29.8pp | 82.8%-35.8pp |
| Annual return | 16.48% | 30.85%-14.4pp | 25.88%-9.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,937 | $4,383-55.8% | $3,706-47.7% | $5,439-64.4% |
| Admin fee / account holder | $21,839 | $8,563+155.0% | $5,608+289.4% | $10,885+100.6% |