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 7-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 | $31,695 | $58,234-45.6% | $81,783-61.2% | $80,874-60.8% |
| Participation rate | 46.9% | 63.4%-16.6pp | 72.4%-25.5pp | 67.6%-20.8pp |
| Annual return | 16.41% | 41.70%-25.3pp | 775.05%-758.6pp | 35.62%-19.2pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,130 | $3,283-65.6% | $4,320-73.8% | $4,297-73.7% |
| Admin fee / account holder | $9,717 | $4,982+95.1% | $7,380+31.7% | $6,935+40.1% |