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 | $32,607 | $93,346-65.1% | $71,796-54.6% | $273,961-88.1% |
| Participation rate | 46.2% | 76.5%-30.4pp | 69.1%-23.0pp | 83.0%-36.9pp |
| Annual return | 3.16% | 130.39%-127.2pp | 78.04%-74.9pp | 41.45%-38.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $740 | $3,475-78.7% | $2,794-73.5% | $5,287-86.0% |
| Admin fee / account holder | $8,921 | $6,571+35.8% | $4,815+85.3% | $10,132-11.9% |