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 | $28,175 | $47,944-41.2% | $67,834-58.5% | $62,891-55.2% |
| Participation rate | 43.2% | 61.1%-17.8pp | 68.8%-25.6pp | 69.3%-26.1pp |
| Annual return | 14.60% | 11.77%+2.8pp | 138.47%-123.9pp | 20.14%-5.5pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,354 | $2,247-39.7% | $3,160-57.1% | $3,203-57.7% |
| Admin fee / account holder | $759 | $3,712-79.5% | $4,622-83.6% | $4,296-82.3% |