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 | $13,065 | $43,075-69.7% | $74,583-82.5% | $62,891-79.2% |
| Participation rate | 18.8% | 58.1%-39.3pp | 68.1%-49.4pp | 69.3%-50.6pp |
| Annual return | 5.41% | 17.50%-12.1pp | 20.47%-15.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $394 | $1,498-73.7% | $2,525-84.4% | $2,281-82.7% |
| Participant deferral / active EE | $955 | $2,389-60.0% | $3,458-72.4% | $3,203-70.2% |
| Admin fee / account holder | $1,885 | $2,840-33.6% | $4,138-54.5% | $4,296-56.1% |