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 | $77,605 | $57,354+35.3% | $83,848-7.4% | $64,186+20.9% |
| Participation rate | 41.9% | 68.6%-26.7pp | 76.1%-34.3pp | 69.6%-27.7pp |
| Annual return | 2.28% | 11.38%-9.1pp | 850.88%-848.6pp | 7.63%-5.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,037 | $2,993-32.0% | $4,082-50.1% | $3,470-41.3% |
| Admin fee / account holder | $17,227 | $4,046+325.8% | $5,478+214.5% | $4,888+252.4% |