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 3-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 | $64,652 | $71,057-9.0% | $93,654-31.0% | $80,874-20.1% |
| Participation rate | 30.8% | 60.4%-29.6pp | 68.7%-38.0pp | 67.6%-36.9pp |
| Annual return | 11.40% | 11.26%+0.1pp | 133.34%-121.9pp | 35.62%-24.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,601 | $4,034-60.3% | $4,413-63.7% | $4,297-62.7% |
| Admin fee / account holder | $3,911 | $6,944-43.7% | $8,282-52.8% | $6,935-43.6% |