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 | $20,748 | $74,927-72.3% | $101,794-79.6% | $84,808-75.5% |
| Participation rate | 31.8% | 61.4%-29.6pp | 69.2%-37.4pp | 68.3%-36.5pp |
| Annual return | 13.89% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,697 | $3,099-45.2% | $4,084-58.4% | $4,212-59.7% |
| Admin fee / account holder | $12,527 | $6,514+92.3% | $8,777+42.7% | $7,344+70.6% |