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 | $28,753 | $91,190-68.5% | $178,490-83.9% | $79,858-64.0% |
| Participation rate | 61.8% | 69.2%-7.4pp | 81.9%-20.1pp | 69.6%-7.8pp |
| Annual return | 17.35% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,543 | $3,256-52.6% | $5,011-69.2% | $2,471-37.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $572 | $6,751-91.5% | $13,984-95.9% | $5,306-89.2% |