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 | $36,992 | $93,071-60.3% | $74,583-50.4% | $273,961-86.5% |
| Participation rate | 60.0% | 74.9%-14.9pp | 68.1%-8.1pp | 83.0%-23.0pp |
| Annual return | 8.20% | 26.18%-18.0pp | 20.47%-12.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $913 | $4,160-78.0% | $3,458-73.6% | $5,287-82.7% |
| Admin fee / account holder | $9,318 | $5,272+76.7% | $4,138+125.2% | $10,132-8.0% |