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 | $23,618 | $47,944-50.7% | $67,834-65.2% | $62,891-62.4% |
| Participation rate | 27.9% | 61.1%-33.1pp | 68.8%-40.9pp | 69.3%-41.4pp |
| Annual return | 63.91% | 11.77%+52.1pp | 138.47%-74.6pp | 20.14%+43.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,129 | $2,247-49.7% | $3,160-64.3% | $3,203-64.7% |
| Admin fee / account holder | $348 | $3,712-90.6% | $4,622-92.5% | $4,296-91.9% |