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 5-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 | $18,524 | $41,078-54.9% | $80,569-77.0% | $71,457-74.1% |
| Participation rate | 44.1% | 50.2%-6.1pp | 67.0%-22.9pp | 67.9%-23.8pp |
| Annual return | 18.69% | 38.45%-19.8pp | 935.43%-916.7pp | 28.85%-10.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,958 | $2,699-27.5% | $4,447-56.0% | $4,289-54.4% |
| Admin fee / account holder | $1,943 | $1,840+5.6% | $5,377-63.9% | $1,587+22.4% |