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 8-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 | $10,878 | $50,082-78.3% | $93,406-88.4% | $79,858-86.4% |
| Participation rate | 50.8% | 60.9%-10.1pp | 66.8%-16.0pp | 69.6%-18.8pp |
| Annual return | 11.87% | 24.59%-12.7pp | 78.05%-66.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,077 | $2,212-51.3% | $3,126-65.5% | $3,740-71.2% |
| Admin fee / account holder | $5,630 | $3,454+63.0% | $5,230+7.6% | $5,306+6.1% |