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 | $38,993 | $89,355-56.4% | $141,162-72.4% | $72,985-46.6% |
| Participation rate | 29.7% | 75.1%-45.4pp | 82.5%-52.7pp | 69.5%-39.8pp |
| Annual return | 30.36% | 111.85%-81.5pp | 71.39%-41.0pp | 81.00%-50.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,555 | $5,418-52.8% | $6,709-61.9% | $3,607-29.2% |
| Admin fee / account holder | $693 | $5,958-88.4% | $10,261-93.2% | $5,124-86.5% |