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 | $40,588 | $35,183+15.4% | $73,545-44.8% | $70,131-42.1% |
| Participation rate | 16.4% | 42.9%-26.5pp | 54.9%-38.5pp | 69.5%-53.1pp |
| Annual return | 19.84% | 26.90%-7.1pp | -15.16%+35.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $835 | $1,220-31.5% | $1,806-53.7% | $3,332-74.9% |
| Admin fee / account holder | $1,165 | $2,302-49.4% | $2,320-49.8% | $4,645-74.9% |