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 | $11,831 | $96,635-87.8% | $86,612-86.3% | $139,434-91.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 11.35% | 106.41%-95.1pp | 591.07%-579.7pp | 372.94%-361.6pp |
| Employer contribution / active EE | $894 | $3,263-72.6% | $3,022-70.4% | $4,751-81.2% |
| Participant deferral / active EE | $2,139 | $4,836-55.8% | $4,438-51.8% | $6,710-68.1% |
| Admin fee / account holder | $8,238 | $6,408+28.6% | $5,614+46.7% | $11,403-27.8% |