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 3-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 | $31,091 | $169,032-81.6% | $129,207-75.9% | $145,922-78.7% |
| Participation rate | 30.0% | 76.4%-46.4pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 10.01% | 14330.11%-14320.1pp | 9417.33%-9407.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,089 | $5,537-62.3% | $4,153-49.7% | $4,660-55.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $10,045 | $9,954+0.9% | $7,715+30.2% | $13,397-25.0% |