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 | $32,938 | $90,503-63.6% | $78,689-58.1% | $273,961-88.0% |
| Participation rate | 28.6% | 76.5%-47.9pp | 73.6%-45.0pp | 83.0%-54.4pp |
| Annual return | 13.72% | 75.60%-61.9pp | 62.18%-48.5pp | 41.45%-27.7pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,674 | $3,901-31.5% | $3,517-24.0% | $5,287-49.4% |
| Admin fee / account holder | $33,350 | $5,263+533.6% | $4,510+639.4% | $10,132+229.2% |