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 | $24,218 | $72,277-66.5% | $101,248-76.1% | $79,858-69.7% |
| Participation rate | 43.3% | 68.5%-25.1pp | 75.8%-32.5pp | 69.6%-26.3pp |
| Annual return | 13.72% | 22.30%-8.6pp | 46.47%-32.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,728 | $3,282-47.4% | $4,370-60.5% | $3,740-53.8% |
| Admin fee / account holder | $1,466 | $4,400-66.7% | $5,945-75.3% | $5,306-72.4% |