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 | $15,372 | $58,208-73.6% | $81,812-81.2% | $80,856-81.0% |
| Participation rate | 35.3% | 63.4%-28.1pp | 72.3%-37.0pp | 67.6%-32.3pp |
| Annual return | 12.25% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $518 | $2,340-77.9% | $2,912-82.2% | $2,755-81.2% |
| Participant deferral / active EE | $1,383 | $3,281-57.9% | $4,319-68.0% | $4,296-67.8% |
| Admin fee / account holder | $874 | $4,981-82.5% | $7,386-88.2% | $6,918-87.4% |