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 | $25,780 | $48,076-46.4% | $78,689-67.2% | $62,891-59.0% |
| Participation rate | 30.0% | 65.2%-35.2pp | 73.6%-43.6pp | 69.3%-39.3pp |
| Annual return | 6.81% | 31.35%-24.5pp | 62.18%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,152 | $2,588-55.5% | $3,517-67.3% | $3,203-64.0% |
| Admin fee / account holder | $661 | $3,207-79.4% | $4,510-85.3% | $4,296-84.6% |