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 | $29,697 | $54,705-45.7% | $71,209-58.3% | $84,808-65.0% |
| Participation rate | 16.9% | 64.1%-47.1pp | 73.8%-56.8pp | 68.3%-51.4pp |
| Annual return | 13.81% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $784 | $3,030-74.1% | $4,175-81.2% | $4,212-81.4% |
| Admin fee / account holder | $5,162 | $4,863+6.1% | $5,349-3.5% | $7,344-29.7% |