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 | $51,682 | $53,516-3.4% | $126,539-59.2% | $84,808-39.1% |
| Participation rate | 44.1% | 58.2%-14.1pp | 69.8%-25.7pp | 68.3%-24.2pp |
| Annual return | 14.05% | 58.34%-44.3pp | 425.95%-411.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,454 | $2,671-8.1% | $4,083-39.9% | $4,212-41.7% |
| Admin fee / account holder | $1,400 | $4,497-68.9% | $6,065-76.9% | $7,344-80.9% |