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 | $24,684 | $39,122-36.9% | $57,179-56.8% | $62,891-60.8% |
| Participation rate | 61.9% | 70.5%-8.6pp | 75.3%-13.4pp | 69.3%-7.4pp |
| Annual return | 2.29% | 9.23%-6.9pp | 14.59%-12.3pp | 20.14%-17.9pp |
| Employer contribution / active EE | $5,741 | $1,874+206.3% | $2,682+114.0% | $2,281+151.7% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,973 | $2,592+323.3% | $3,139+249.6% | $4,296+155.4% |