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 9-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 | $31,705 | $42,886-26.1% | $88,946-64.4% | $85,563-62.9% |
| Participation rate | 9.3% | 37.9%-28.6pp | 68.8%-59.6pp | 66.0%-56.7pp |
| Annual return | 15.95% | 44.56%-28.6pp | 57.82%-41.9pp | 31.51%-15.6pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $546 | $2,108-74.1% | $4,581-88.1% | $4,375-87.5% |
| Admin fee / account holder | $2,174 | $2,263-3.9% | $8,261-73.7% | $834+160.7% |