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 6-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 | $10,114 | $81,233-87.5% | $155,567-93.5% | $80,874-87.5% |
| Participation rate | 55.3% | 66.2%-10.9pp | 78.2%-22.9pp | 67.6%-12.3pp |
| Annual return | 16.74% | 33.33%-16.6pp | 64.74%-48.0pp | 35.62%-18.9pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,038 | $3,452-69.9% | $5,628-81.6% | $4,297-75.8% |
| Admin fee / account holder | $309 | $7,998-96.1% | $15,916-98.1% | $6,935-95.5% |