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 | $28,637 | $67,984-57.9% | $65,493-56.3% | $74,304-61.5% |
| Participation rate | 38.6% | 66.3%-27.8pp | 73.1%-34.5pp | 60.3%-21.8pp |
| Annual return | 14.17% | 19.87%-5.7pp | 982.45%-968.3pp | 29.43%-15.3pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,643 | $3,346-50.9% | $3,961-58.5% | $3,767-56.4% |
| Admin fee / account holder | $3,056 | $1,373+122.6% | $5,028-39.2% | $2,969+2.9% |