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 | $39,007 | $84,233-53.7% | $170,442-77.1% | $70,131-44.4% |
| Participation rate | 41.3% | 70.8%-29.6pp | 83.6%-42.3pp | 69.5%-28.3pp |
| Annual return | 15.63% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $851 | $3,086-72.4% | $4,939-82.8% | $3,332-74.5% |
| Admin fee / account holder | $6,015 | $5,698+5.6% | $13,880-56.7% | $4,645+29.5% |