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 | $48,718 | $105,630-53.9% | $87,507-44.3% | $273,961-82.2% |
| Participation rate | 26.1% | 78.2%-52.1pp | 73.8%-47.8pp | 83.0%-56.9pp |
| Annual return | 4.99% | 12.25%-7.3pp | 12.21%-7.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $842 | $3,601-76.6% | $3,149-73.3% | $5,287-84.1% |
| Admin fee / account holder | $572 | $4,781-88.0% | $4,221-86.4% | $10,132-94.4% |