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 | $39,311 | $48,230-18.5% | $67,502-41.8% | $80,856-51.4% |
| Participation rate | 30.0% | 66.4%-36.4pp | 72.9%-42.9pp | 67.6%-37.6pp |
| Annual return | 17.39% | 18.28%-0.9pp | 3512.12%-3494.7pp | 35.59%-18.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $947 | $2,924-67.6% | $4,000-76.3% | $4,296-77.9% |
| Admin fee / account holder | $1,105 | $3,681-70.0% | $3,998-72.4% | $6,918-84.0% |