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 | $24,587 | $32,037-23.3% | $69,182-64.5% | $62,891-60.9% |
| Participation rate | 33.9% | 43.4%-9.5pp | 55.1%-21.2pp | 69.3%-35.4pp |
| Annual return | 5.33% | 15.16%-9.8pp | -21.93%+27.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $578 | $1,185-51.3% | $1,897-69.5% | $3,203-82.0% |
| Admin fee / account holder | $935 | $2,608-64.2% | $2,697-65.3% | $4,296-78.2% |