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 | $56,623 | $37,426+51.3% | $77,482-26.9% | $79,858-29.1% |
| Participation rate | 20.0% | 41.5%-21.5pp | 54.2%-34.2pp | 69.6%-49.6pp |
| Annual return | 13.00% | 39.70%-26.7pp | 54.79%-41.8pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $569 | $1,260-54.8% | $1,861-69.4% | $3,740-84.8% |
| Admin fee / account holder | $11,854 | $2,504+373.4% | $2,858+314.8% | $5,306+123.4% |