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 | $12,217 | $48,046-74.6% | $84,611-85.6% | $72,985-83.3% |
| Participation rate | 48.4% | 57.6%-9.2pp | 68.2%-19.8pp | 69.5%-21.1pp |
| Annual return | 18.29% | 37.38%-19.1pp | 258.74%-240.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $959 | $1,602-40.1% | $2,652-63.8% | $2,440-60.7% |
| Participant deferral / active EE | $1,553 | $2,680-42.0% | $3,899-60.2% | $3,607-56.9% |
| Admin fee / account holder | $8,754 | $3,395+157.9% | $4,912+78.2% | $5,124+70.8% |