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 5-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 | $30,758 | $58,208-47.2% | $81,812-62.4% | $80,856-62.0% |
| Participation rate | 41.0% | 63.4%-22.4pp | 72.3%-31.3pp | 67.6%-26.6pp |
| Annual return | 12.94% | 41.66%-28.7pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,274 | $3,281-61.2% | $4,319-70.5% | $4,296-70.3% |
| Admin fee / account holder | $2,500 | $4,981-49.8% | $7,386-66.2% | $6,918-63.9% |