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 | $48,482 | $32,037+51.3% | $69,182-29.9% | $62,891-22.9% |
| Participation rate | 17.3% | 43.4%-26.1pp | 55.1%-37.8pp | 69.3%-52.0pp |
| Annual return | 7.81% | 15.16%-7.4pp | -21.93%+29.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $619 | $1,185-47.8% | $1,897-67.4% | $3,203-80.7% |
| Admin fee / account holder | $1,146 | $2,608-56.0% | $2,697-57.5% | $4,296-73.3% |