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 | $30,496 | $81,248-62.5% | $155,509-80.4% | $80,856-62.3% |
| Participation rate | 13.5% | 66.2%-52.8pp | 78.2%-64.7pp | 67.6%-54.2pp |
| Annual return | 11.72% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $921 | $3,452-73.3% | $5,626-83.6% | $4,296-78.6% |
| Admin fee / account holder | $2,458 | $7,997-69.3% | $15,912-84.6% | $6,918-64.5% |