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 | $27,769 | $84,233-67.0% | $170,442-83.7% | $70,131-60.4% |
| Participation rate | 53.1% | 70.8%-17.7pp | 83.6%-30.5pp | 69.5%-16.4pp |
| Annual return | 15.17% | 23.06%-7.9pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,034 | $3,387-69.5% | $5,433-81.0% | $2,342-55.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,787 | $5,698-51.1% | $13,880-79.9% | $4,645-40.0% |