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 | $8,416 | $35,183-76.1% | $73,545-88.6% | $70,131-88.0% |
| Participation rate | 40.6% | 42.9%-2.3pp | 54.9%-14.3pp | 69.5%-28.9pp |
| Annual return | 22.17% | 26.90%-4.7pp | -15.16%+37.3pp | 73.14%-51.0pp |
| Employer contribution / active EE | $546 | $709-23.0% | $1,219-55.2% | $2,342-76.7% |
| Participant deferral / active EE | $1,385 | $1,220+13.5% | $1,806-23.3% | $3,332-58.4% |
| Admin fee / account holder | $404 | $2,302-82.5% | $2,320-82.6% | $4,645-91.3% |