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 | $27,866 | $65,041-57.2% | $90,951-69.4% | $79,858-65.1% |
| Participation rate | 49.1% | 61.6%-12.5pp | 69.0%-19.9pp | 69.6%-20.5pp |
| Annual return | 13.71% | 30.45%-16.7pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,060 | $2,512+21.8% | $3,373-9.3% | $3,740-18.2% |
| Admin fee / account holder | $12,173 | $4,536+168.4% | $5,959+104.3% | $5,306+129.4% |