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 | $18,512 | $61,272-69.8% | $149,673-87.6% | $71,457-74.1% |
| Participation rate | 50.4% | 62.5%-12.1pp | 78.8%-28.3pp | 67.9%-17.5pp |
| Annual return | 16.02% | 35.85%-19.8pp | 134.42%-118.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,330 | $2,917-54.4% | $5,680-76.6% | $4,289-69.0% |
| Admin fee / account holder | $1,180 | $1,261-6.4% | $13,210-91.1% | $1,587-25.6% |