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 10-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 | $22,247 | $52,279-57.4% | $89,391-75.1% | $79,858-72.1% |
| Participation rate | 45.7% | 57.5%-11.9pp | 68.0%-22.3pp | 69.6%-24.0pp |
| Annual return | 12.60% | 22.16%-9.6pp | 245.62%-233.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,868 | $2,740-31.8% | $3,890-52.0% | $3,740-50.0% |
| Admin fee / account holder | $4,260 | $3,356+26.9% | $4,881-12.7% | $5,306-19.7% |