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 | $21,981 | $56,317-61.0% | $71,209-69.1% | $74,304-70.4% |
| Participation rate | 24.8% | 55.1%-30.3pp | 73.8%-49.0pp | 60.3%-35.6pp |
| Annual return | 16.29% | 42.83%-26.5pp | 282.51%-266.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $530 | $2,160-75.5% | $2,721-80.5% | $2,241-76.3% |
| Participant deferral / active EE | $985 | $2,788-64.7% | $4,175-76.4% | $3,767-73.8% |
| Admin fee / account holder | $1,682 | $2,290-26.6% | $5,349-68.6% | $2,969-43.4% |