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 | $11,847 | $57,016-79.2% | $84,966-86.1% | $80,856-85.3% |
| Participation rate | 40.4% | 56.3%-15.9pp | 67.5%-27.1pp | 67.6%-27.2pp |
| Annual return | 12.57% | 21.66%-9.1pp | 66.38%-53.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $935 | $3,110-69.9% | $4,519-79.3% | $4,296-78.2% |
| Admin fee / account holder | $1,066 | $4,980-78.6% | $6,149-82.7% | $6,918-84.6% |