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 | $26,602 | $65,561-59.4% | $86,188-69.1% | $75,163-64.6% |
| Participation rate | 51.1% | 60.5%-9.4pp | 69.0%-17.8pp | 67.2%-16.1pp |
| Annual return | 16.81% | 46.05%-29.2pp | 1168.45%-1151.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,664 | $3,024-45.0% | $3,985-58.3% | $4,125-59.7% |
| Admin fee / account holder | $3,416 | $5,474-37.6% | $6,852-50.1% | $5,651-39.6% |