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 | $22,689 | $60,022-62.2% | $88,946-74.5% | $84,808-73.2% |
| Participation rate | 30.9% | 57.8%-26.9pp | 68.8%-37.9pp | 68.3%-37.4pp |
| Annual return | 14.13% | 22.43%-8.3pp | 57.82%-43.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,249 | $3,114-27.8% | $4,581-50.9% | $4,212-46.6% |
| Admin fee / account holder | $6,885 | $4,811+43.1% | $8,261-16.7% | $7,344-6.2% |