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 | $29,299 | $53,822-45.6% | $75,696-61.3% | $85,850-65.9% |
| Participation rate | 50.0% | 69.1%-19.1pp | 74.8%-24.8pp | 69.3%-19.3pp |
| Annual return | 18.25% | 24.54%-6.3pp | 104.53%-86.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,035 | $2,895-64.3% | $3,821-72.9% | $3,952-73.8% |
| Admin fee / account holder | $1,712 | $3,343-48.8% | $3,619-52.7% | $6,260-72.7% |