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 | $24,737 | $48,230-48.7% | $67,502-63.4% | $80,856-69.4% |
| Participation rate | 31.4% | 66.4%-34.9pp | 72.9%-41.4pp | 67.6%-36.2pp |
| Annual return | 13.28% | 18.28%-5.0pp | 3512.12%-3498.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,255 | $2,924-57.1% | $4,000-68.6% | $4,296-70.8% |
| Admin fee / account holder | $942 | $3,681-74.4% | $3,998-76.4% | $6,918-86.4% |