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 | $14,887 | $76,000-80.4% | $154,107-90.3% | $64,186-76.8% |
| Participation rate | 45.7% | 70.4%-24.8pp | 83.0%-37.4pp | 69.6%-23.9pp |
| Annual return | 14.48% | 30.32%-15.8pp | 735.12%-720.6pp | 7.63%+6.8pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,212 | $3,175-61.8% | $5,081-76.1% | $3,470-65.1% |
| Admin fee / account holder | $1,230 | $5,596-78.0% | $13,411-90.8% | $4,888-74.8% |