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 | $35,248 | $47,105-25.2% | $68,368-48.4% | $67,986-48.2% |
| Participation rate | 14.8% | 51.8%-37.0pp | 73.8%-59.0pp | 57.2%-42.5pp |
| Annual return | 14.26% | 48.37%-34.1pp | 292.57%-278.3pp | 31.67%-17.4pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $478 | $2,374-79.9% | $4,123-88.4% | $3,358-85.8% |
| Admin fee / account holder | $3,264 | $2,435+34.0% | $5,150-36.6% | $3,203+1.9% |