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 | $58,208-45.5% | $81,812-61.3% | $80,856-60.8% |
| Participation rate | 46.9% | 63.4%-16.5pp | 72.3%-25.5pp | 67.6%-20.8pp |
| Annual return | 16.41% | 41.66%-25.3pp | 773.79%-757.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,130 | $3,281-65.6% | $4,319-73.8% | $4,296-73.7% |
| Admin fee / account holder | $9,717 | $4,981+95.1% | $7,386+31.6% | $6,918+40.5% |