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 | $21,518 | $58,208-63.0% | $81,812-73.7% | $80,856-73.4% |
| Participation rate | 43.3% | 63.4%-20.1pp | 72.3%-29.0pp | 67.6%-24.3pp |
| Annual return | 14.31% | 41.66%-27.3pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $490 | $2,340-79.0% | $2,912-83.2% | $2,755-82.2% |
| Participant deferral / active EE | $1,190 | $3,281-63.7% | $4,319-72.4% | $4,296-72.3% |
| Admin fee / account holder | $2,096 | $4,981-57.9% | $7,386-71.6% | $6,918-69.7% |