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 | $11,547 | $107,015-89.2% | $73,545-84.3% | $147,584-92.2% |
| Participation rate | 17.6% | 66.4%-48.7pp | 54.9%-37.3pp | 82.8%-65.2pp |
| Annual return | 13.61% | 38.25%-24.6pp | -15.16%+28.8pp | 578.55%-564.9pp |
| Employer contribution / active EE | $181 | $1,760-89.7% | $1,219-85.1% | $4,876-96.3% |
| Participant deferral / active EE | $278 | $2,462-88.7% | $1,806-84.6% | $5,439-94.9% |
| Admin fee / account holder | $635 | $3,055-79.2% | $2,320-72.6% | $10,885-94.2% |