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 | $12,692 | $129,217-90.2% | $93,406-86.4% | $158,922-92.0% |
| Participation rate | 53.3% | 71.0%-17.6pp | 66.8%-13.5pp | 82.0%-28.6pp |
| Annual return | 12.30% | 118.21%-105.9pp | 78.05%-65.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,068 | $3,909-47.1% | $3,126-33.8% | $5,982-65.4% |
| Admin fee / account holder | $1,877 | $7,383-74.6% | $5,230-64.1% | $11,246-83.3% |