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 3-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 | $14,148 | $57,016-75.2% | $84,966-83.3% | $80,856-82.5% |
| Participation rate | 7.0% | 56.3%-49.4pp | 67.5%-60.5pp | 67.6%-60.7pp |
| Annual return | 10.55% | 21.66%-11.1pp | 66.38%-55.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $977 | $3,110-68.6% | $4,519-78.4% | $4,296-77.3% |
| Admin fee / account holder | $1,421 | $4,980-71.5% | $6,149-76.9% | $6,918-79.5% |