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 | $20,257 | $91,190-77.8% | $178,490-88.7% | $79,858-74.6% |
| Participation rate | 31.0% | 69.2%-38.2pp | 81.9%-50.9pp | 69.6%-38.6pp |
| Annual return | 24.74% | 24.19%+0.6pp | 151.07%-126.3pp | 31.71%-7.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,710 | $3,236-47.2% | $5,202-67.1% | $3,740-54.3% |
| Admin fee / account holder | $1,422 | $6,751-78.9% | $13,984-89.8% | $5,306-73.2% |