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 | $18,636 | $91,190-79.6% | $178,490-89.6% | $79,858-76.7% |
| Participation rate | 50.9% | 69.2%-18.3pp | 81.9%-31.0pp | 69.6%-18.8pp |
| Annual return | 12.57% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,381 | $3,256-26.9% | $5,011-52.5% | $2,471-3.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,189 | $6,751-82.4% | $13,984-91.5% | $5,306-77.6% |