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 | $33,402 | $103,376-67.7% | $87,100-61.7% | $152,861-78.1% |
| Participation rate | 64.3% | 79.3%-15.1pp | 76.9%-12.6pp | 82.4%-18.2pp |
| Annual return | 24.35% | 28.10%-3.7pp | 28.19%-3.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,667 | $4,778-2.3% | $4,049+15.3% | $5,850-20.2% |
| Admin fee / account holder | $93,509 | $12,205+666.1% | $7,497+1147.3% | $11,596+706.4% |