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 | $6,260 | $116,167-94.6% | $64,489-90.3% | $137,256-95.4% |
| Participation rate | 60.0% | 68.2%-8.2pp | 67.7%-7.7pp | 80.0%-20.0pp |
| Annual return | 12.06% | 36.55%-24.5pp | 55.03%-43.0pp | 220.34%-208.3pp |
| Employer contribution / active EE | $321 | $2,483-87.1% | $1,523-79.0% | $4,156-92.3% |
| Participant deferral / active EE | $542 | $4,215-87.1% | $2,778-80.5% | $6,407-91.5% |
| Admin fee / account holder | $2,969 | $6,188-52.0% | $4,260-30.3% | $12,270-75.8% |