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 | $30,023 | $71,050-57.7% | $93,606-67.9% | $80,856-62.9% |
| Participation rate | 46.0% | 60.4%-14.4pp | 68.7%-22.7pp | 67.6%-21.6pp |
| Annual return | 11.80% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,607 | $4,034-60.2% | $4,411-63.6% | $4,296-62.6% |
| Admin fee / account holder | $5,052 | $6,945-27.3% | $8,285-39.0% | $6,918-27.0% |