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 | $42,421 | $64,307-34.0% | $57,343-26.0% | $125,391-66.2% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | 0.94% | 25.12%-24.2pp | 24.39%-23.5pp | 282.22%-281.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,481 | $3,848-61.5% | $3,162-53.2% | $5,352-72.3% |
| Admin fee / account holder | $7,744 | $5,242+47.7% | $3,356+130.8% | $9,540-18.8% |