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 | $58,234-47.2% | $81,783-62.4% | $80,874-62.0% |
| Participation rate | 41.0% | 63.4%-22.4pp | 72.4%-31.3pp | 67.6%-26.6pp |
| Annual return | 12.94% | 41.70%-28.8pp | 775.05%-762.1pp | 35.62%-22.7pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,274 | $3,283-61.2% | $4,320-70.5% | $4,297-70.4% |
| Admin fee / account holder | $2,500 | $4,982-49.8% | $7,380-66.1% | $6,935-64.0% |