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 | $27,348 | $27,915-2.0% | $58,482-53.2% | $75,163-63.6% |
| Participation rate | 36.1% | 38.8%-2.7pp | 50.9%-14.7pp | 67.2%-31.1pp |
| Annual return | 16.35% | 44.20%-27.9pp | 4239.32%-4223.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $194 | $669-71.0% | $1,053-81.6% | $2,670-92.7% |
| Participant deferral / active EE | $438 | $1,201-63.6% | $1,924-77.3% | $4,125-89.4% |
| Admin fee / account holder | $2,449 | $1,726+41.9% | $2,516-2.7% | $5,651-56.7% |