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 | $38,444 | $57,016-32.6% | $84,966-54.8% | $80,856-52.5% |
| Participation rate | 65.0% | 56.3%+8.7pp | 67.5%-2.5pp | 67.6%-2.6pp |
| Annual return | 11.50% | 21.66%-10.2pp | 66.38%-54.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,747 | $3,110-43.8% | $4,519-61.4% | $4,296-59.3% |
| Admin fee / account holder | $3,409 | $4,980-31.6% | $6,149-44.6% | $6,918-50.7% |