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 | $17,784 | $55,453-67.9% | $170,442-89.6% | $62,292-71.5% |
| Participation rate | 30.2% | 66.4%-36.2pp | 83.6%-53.4pp | 69.5%-39.3pp |
| Annual return | 25.01% | 21.38%+3.6pp | 205.93%-180.9pp | 28.90%-3.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,653 | $2,303-28.2% | $4,939-66.5% | $3,169-47.9% |
| Admin fee / account holder | $3,492 | $455+667.5% | $13,880-74.8% | $479+628.6% |