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 | $53,747 | $84,233-36.2% | $170,442-68.5% | $70,131-23.4% |
| Participation rate | 36.7% | 70.8%-34.1pp | 83.6%-46.9pp | 69.5%-32.8pp |
| Annual return | 13.12% | 23.06%-9.9pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,142 | $3,086-30.6% | $4,939-56.6% | $3,332-35.7% |
| Admin fee / account holder | $745 | $5,698-86.9% | $13,880-94.6% | $4,645-84.0% |