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 | $23,362 | $101,618-77.0% | $93,063-74.9% | $137,256-83.0% |
| Participation rate | 53.3% | 74.9%-21.6pp | 72.1%-18.8pp | 80.0%-26.6pp |
| Annual return | 13.57% | 223.95%-210.4pp | 34.15%-20.6pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,616 | $4,279-62.2% | $3,958-59.2% | $6,407-74.8% |
| Admin fee / account holder | $1,225 | $6,198-80.2% | $6,033-79.7% | $12,270-90.0% |