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 | $29,259 | $107,452-72.8% | $91,541-68.0% | $142,382-79.5% |
| Participation rate | 31.6% | 75.1%-43.5pp | 69.8%-38.2pp | 80.1%-48.5pp |
| Annual return | 10.87% | 22.06%-11.2pp | 20.50%-9.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,925 | $4,754-59.5% | $4,008-52.0% | $6,507-70.4% |
| Admin fee / account holder | $17,362 | $8,834+96.5% | $6,956+149.6% | $12,624+37.5% |