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 | $26,429 | $55,453-52.3% | $170,442-84.5% | $62,292-57.6% |
| Participation rate | 16.0% | 66.4%-50.3pp | 83.6%-67.6pp | 69.5%-53.5pp |
| Annual return | 13.02% | 21.38%-8.4pp | 205.93%-192.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $747 | $2,303-67.6% | $4,939-84.9% | $3,169-76.4% |
| Admin fee / account holder | $6,122 | $455+1245.4% | $13,880-55.9% | $479+1177.2% |