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 | $58,657 | $81,248-27.8% | $155,509-62.3% | $80,856-27.5% |
| Participation rate | 41.7% | 66.2%-24.6pp | 78.2%-36.5pp | 67.6%-26.0pp |
| Annual return | 17.37% | 33.31%-15.9pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,249 | $3,452-63.8% | $5,626-77.8% | $4,296-70.9% |
| Admin fee / account holder | $2,162 | $7,997-73.0% | $15,912-86.4% | $6,918-68.8% |