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 | $25,723 | $50,982-49.5% | $154,803-83.4% | $85,563-69.9% |
| Participation rate | 16.4% | 59.8%-43.4pp | 78.1%-61.7pp | 66.0%-49.6pp |
| Annual return | 16.60% | 30.35%-13.8pp | 58.88%-42.3pp | 31.51%-14.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $866 | $2,474-65.0% | $5,540-84.4% | $4,375-80.2% |
| Admin fee / account holder | $4,310 | $846+409.5% | $14,329-69.9% | $834+416.7% |