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 | $25,864 | $77,899-66.8% | $149,673-82.7% | $75,163-65.6% |
| Participation rate | 15.6% | 65.6%-50.0pp | 78.8%-63.2pp | 67.2%-51.6pp |
| Annual return | 18.86% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,364 | $3,411-60.0% | $5,680-76.0% | $4,125-66.9% |
| Admin fee / account holder | $3,759 | $5,956-36.9% | $13,210-71.5% | $5,651-33.5% |