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 5-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 | $19,268 | $42,886-55.1% | $88,946-78.3% | $85,563-77.5% |
| Participation rate | 9.0% | 37.9%-28.9pp | 68.8%-59.9pp | 66.0%-57.0pp |
| Annual return | 17.85% | 44.56%-26.7pp | 57.82%-40.0pp | 31.51%-13.7pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $460 | $2,108-78.2% | $4,581-89.9% | $4,375-89.5% |
| Admin fee / account holder | $4,014 | $2,263+77.4% | $8,261-51.4% | $834+381.2% |