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 | $25,906 | $70,428-63.2% | $96,562-73.2% | $85,850-69.8% |
| Participation rate | 58.9% | 61.8%-2.9pp | 69.8%-10.9pp | 69.3%-10.4pp |
| Annual return | 15.26% | 18.59%-3.3pp | 37.78%-22.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,478 | $2,894+20.2% | $3,849-9.6% | $3,952-12.0% |
| Admin fee / account holder | $652 | $4,997-87.0% | $6,181-89.5% | $6,260-89.6% |