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 | $23,407 | $47,105-50.3% | $68,368-65.8% | $67,986-65.6% |
| Participation rate | 31.0% | 51.8%-20.8pp | 73.8%-42.7pp | 57.2%-26.2pp |
| Annual return | 24.54% | 48.37%-23.8pp | 292.57%-268.0pp | 31.67%-7.1pp |
| Employer contribution / active EE | $716 | $1,859-61.5% | $2,649-73.0% | $2,019-64.5% |
| Participant deferral / active EE | $1,243 | $2,374-47.7% | $4,123-69.9% | $3,358-63.0% |
| Admin fee / account holder | $11,856 | $2,435+386.9% | $5,150+130.2% | $3,203+270.1% |