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 | $61,151 | $116,462-47.5% | $477,111-87.2% | $116,462-47.5% |
| Participation rate | 45.7% | 74.7%-29.0pp | 88.9%-43.1pp | 74.7%-29.0pp |
| Annual return | 13.87% | 15.65%-1.8pp | 101.90%-88.0pp | 15.65%-1.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $8,708-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $1,928 | $3,836-49.7% | $7,539-74.4% | $3,836-49.7% |
| Admin fee / account holder | $10,205 | $12,754-20.0% | $42,132-75.8% | $12,754-20.0% |