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 | $46,141 | $57,016-19.1% | $84,966-45.7% | $80,856-42.9% |
| Participation rate | 57.5% | 56.3%+1.2pp | 67.5%-10.0pp | 67.6%-10.1pp |
| Annual return | 11.51% | 21.66%-10.2pp | 66.38%-54.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,639 | $3,110-47.3% | $4,519-63.7% | $4,296-61.9% |
| Admin fee / account holder | $1,282 | $4,980-74.3% | $6,149-79.2% | $6,918-81.5% |