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 | $29,794 | $108,172-72.5% | $77,482-61.5% | $158,922-81.3% |
| Participation rate | 29.4% | 64.4%-35.0pp | 54.2%-24.8pp | 82.0%-52.5pp |
| Annual return | 11.59% | 31.67%-20.1pp | 54.79%-43.2pp | 302.83%-291.2pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $976 | $2,456-60.3% | $1,861-47.6% | $5,982-83.7% |
| Admin fee / account holder | $352 | $3,708-90.5% | $2,858-87.7% | $11,246-96.9% |