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 | $50,794 | $87,013-41.6% | $106,213-52.2% | $80,856-37.2% |
| Participation rate | 42.1% | 70.4%-28.3pp | 75.3%-33.2pp | 67.6%-25.5pp |
| Annual return | 12.56% | 17.05%-4.5pp | 116.14%-103.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,887 | $3,986-52.7% | $5,016-62.4% | $4,296-56.1% |
| Admin fee / account holder | $1,258 | $8,431-85.1% | $11,033-88.6% | $6,918-81.8% |