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 | $20,542 | $48,795-57.9% | $65,493-68.6% | $84,808-75.8% |
| Participation rate | 56.5% | 67.0%-10.5pp | 73.1%-16.6pp | 68.3%-11.9pp |
| Annual return | 15.55% | 20.20%-4.7pp | 982.45%-966.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $738 | $1,930-61.8% | $2,574-71.3% | $2,631-72.0% |
| Participant deferral / active EE | $1,823 | $2,928-37.8% | $3,961-54.0% | $4,212-56.7% |
| Admin fee / account holder | $804 | $3,877-79.3% | $5,028-84.0% | $7,344-89.0% |