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 8-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 | $25,985 | $70,428-63.1% | $96,562-73.1% | $85,850-69.7% |
| Participation rate | 27.0% | 61.8%-34.8pp | 69.8%-42.8pp | 69.3%-42.3pp |
| Annual return | 13.32% | 18.59%-5.3pp | 37.78%-24.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,698 | $2,894-41.3% | $3,849-55.9% | $3,952-57.0% |
| Admin fee / account holder | $3,551 | $4,997-28.9% | $6,181-42.5% | $6,260-43.3% |