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 | $15,577 | $81,248-80.8% | $155,509-90.0% | $80,856-80.7% |
| Participation rate | 22.4% | 66.2%-43.8pp | 78.2%-55.8pp | 67.6%-45.2pp |
| Annual return | 10.91% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $969 | $3,452-71.9% | $5,626-82.8% | $4,296-77.4% |
| Admin fee / account holder | $1,279 | $7,997-84.0% | $15,912-92.0% | $6,918-81.5% |