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 | $43,658 | $46,869-6.9% | $122,332-64.3% | $70,131-37.7% |
| Participation rate | 51.7% | 58.2%-6.5pp | 71.6%-19.9pp | 69.5%-17.8pp |
| Annual return | 17.04% | 24.22%-7.2pp | 30.27%-13.2pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $890 | $2,166-58.9% | $3,287-72.9% | $3,332-73.3% |
| Admin fee / account holder | $436 | $3,322-86.9% | $5,478-92.0% | $4,645-90.6% |