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 | $60,956 | $42,548+43.3% | $74,550-18.2% | $56,287+8.3% |
| Participation rate | 32.0% | 60.5%-28.5pp | 69.1%-37.1pp | 69.9%-37.9pp |
| Annual return | 8.02% | 12.40%-4.4pp | 32.53%-24.5pp | -9.96%+18.0pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,658 | $2,277-27.2% | $3,108-46.7% | $3,350-50.5% |
| Admin fee / account holder | $2,821 | $467+503.8% | $5,060-44.2% | $521+441.5% |