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 | $31,807 | $77,634-59.0% | $156,549-79.7% | $62,891-49.4% |
| Participation rate | 24.6% | 71.2%-46.6pp | 84.0%-59.4pp | 69.3%-44.7pp |
| Annual return | 6.19% | 50.32%-44.1pp | 32.23%-26.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,795 | $3,045-41.0% | $4,871-63.1% | $3,203-43.9% |
| Admin fee / account holder | $8,755 | $5,561+57.4% | $13,027-32.8% | $4,296+103.8% |