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 | $10,817 | $29,660-63.5% | $56,411-80.8% | $80,856-86.6% |
| Participation rate | 28.1% | 41.6%-13.5pp | 52.5%-24.3pp | 67.6%-39.5pp |
| Annual return | 11.76% | 35.23%-23.5pp | 1701.33%-1689.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $118 | $669-82.4% | $1,039-88.6% | $2,755-95.7% |
| Participant deferral / active EE | $507 | $1,226-58.7% | $1,952-74.0% | $4,296-88.2% |
| Admin fee / account holder | $668 | $2,428-72.5% | $2,829-76.4% | $6,918-90.3% |