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 | $23,418 | $71,050-67.0% | $93,606-75.0% | $80,856-71.0% |
| Participation rate | 51.6% | 60.4%-8.8pp | 68.7%-17.1pp | 67.6%-16.0pp |
| Annual return | 10.38% | 11.26%-0.9pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,935 | $4,034-52.0% | $4,411-56.1% | $4,296-55.0% |
| Admin fee / account holder | $1,188 | $6,945-82.9% | $8,285-85.7% | $6,918-82.8% |