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 | $16,290 | $84,233-80.7% | $170,442-90.4% | $70,131-76.8% |
| Participation rate | 62.5% | 70.8%-8.3pp | 83.6%-21.1pp | 69.5%-7.0pp |
| Annual return | 16.54% | 23.06%-6.5pp | 205.93%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $559 | $3,387-83.5% | $5,433-89.7% | $2,342-76.1% |
| Participant deferral / active EE | $864 | $3,086-72.0% | $4,939-82.5% | $3,332-74.1% |
| Admin fee / account holder | $6,783 | $5,698+19.0% | $13,880-51.1% | $4,645+46.0% |