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 | $51,030 | $93,346-45.3% | $71,796-28.9% | $273,961-81.4% |
| Participation rate | 65.0% | 76.5%-11.5pp | 69.1%-4.1pp | 83.0%-18.0pp |
| Annual return | 1.96% | 130.39%-128.4pp | 78.04%-76.1pp | 41.45%-39.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $875 | $3,475-74.8% | $2,794-68.7% | $5,287-83.4% |
| Admin fee / account holder | $9,438 | $6,571+43.6% | $4,815+96.0% | $10,132-6.8% |