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 | $16,984 | $51,576-67.1% | $129,207-86.9% | $80,856-79.0% |
| Participation rate | 37.5% | 57.0%-19.5pp | 69.6%-32.1pp | 67.6%-30.1pp |
| Annual return | 12.48% | 20.81%-8.3pp | 9417.33%-9404.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $749 | $2,669-71.9% | $4,168-82.0% | $4,296-82.6% |
| Admin fee / account holder | $2,681 | $4,305-37.7% | $7,715-65.3% | $6,918-61.2% |