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 | $24,255 | $77,899-68.9% | $149,673-83.8% | $75,163-67.7% |
| Participation rate | 34.1% | 65.6%-31.5pp | 78.8%-44.6pp | 67.2%-33.1pp |
| Annual return | 14.92% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,715 | $3,411-49.7% | $5,680-69.8% | $4,125-58.4% |
| Admin fee / account holder | $7,053 | $5,956+18.4% | $13,210-46.6% | $5,651+24.8% |