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 | $22,160 | $91,190-75.7% | $178,490-87.6% | $79,858-72.3% |
| Participation rate | 53.8% | 69.2%-15.4pp | 81.9%-28.1pp | 69.6%-15.8pp |
| Annual return | 11.39% | 24.19%-12.8pp | 151.07%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $904 | $3,236-72.1% | $5,202-82.6% | $3,740-75.8% |
| Admin fee / account holder | $6,129 | $6,751-9.2% | $13,984-56.2% | $5,306+15.5% |