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 | $23,196 | $48,364-52.0% | $71,796-67.7% | $62,891-63.1% |
| Participation rate | 48.7% | 60.6%-11.9pp | 69.1%-20.4pp | 69.3%-20.6pp |
| Annual return | 5.23% | 13.16%-7.9pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,197 | $2,091+5.1% | $2,794-21.4% | $3,203-31.4% |
| Admin fee / account holder | $2,027 | $3,771-46.3% | $4,815-57.9% | $4,296-52.8% |