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 | $25,953 | $84,233-69.2% | $170,442-84.8% | $70,131-63.0% |
| Participation rate | 20.2% | 70.8%-50.6pp | 83.6%-63.4pp | 69.5%-49.3pp |
| Annual return | 13.28% | 23.06%-9.8pp | 205.93%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $949 | $3,086-69.2% | $4,939-80.8% | $3,332-71.5% |
| Admin fee / account holder | $2,328 | $5,698-59.1% | $13,880-83.2% | $4,645-49.9% |