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 | $100,886 | $101,724-0.8% | $164,813-38.8% | $80,856+24.8% |
| Participation rate | 29.0% | 71.8%-42.8pp | 78.6%-49.6pp | 67.6%-38.6pp |
| Annual return | 12.23% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,761 | $4,477-38.3% | $6,031-54.2% | $4,296-35.7% |
| Admin fee / account holder | $315 | $8,227-96.2% | $12,690-97.5% | $6,918-95.4% |