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 | $26,991 | $85,202-68.3% | $172,739-84.4% | $72,985-63.0% |
| Participation rate | 29.0% | 70.1%-41.0pp | 82.6%-53.6pp | 69.5%-40.5pp |
| Annual return | 16.25% | 27.32%-11.1pp | 802.84%-786.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $905 | $3,260-72.2% | $5,198-82.6% | $3,607-74.9% |
| Admin fee / account holder | $1,046 | $5,884-82.2% | $13,954-92.5% | $5,124-79.6% |