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 | $14,006 | $47,479-70.5% | $62,929-77.7% | $82,448-83.0% |
| Participation rate | 50.7% | 66.9%-16.1pp | 73.1%-22.4pp | 68.1%-17.3pp |
| Annual return | 26.04% | 20.34%+5.7pp | 1063.93%-1037.9pp | 41.64%-15.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,467 | $2,870-14.1% | $3,888-36.6% | $4,139-40.4% |
| Admin fee / account holder | $566 | $3,804-85.1% | $5,065-88.8% | $7,234-92.2% |