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 | $12,965 | $111,814-88.4% | $103,374-87.5% | $145,959-91.1% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.5%-48.2pp | 80.3%-54.0pp |
| Annual return | 16.27% | 24.77%-8.5pp | 24.89%-8.6pp | 561.95%-545.7pp |
| Employer contribution / active EE | $900 | $4,214-78.6% | $3,869-76.7% | $4,661-80.7% |
| Participant deferral / active EE | $2,827 | $5,618-49.7% | $5,058-44.1% | $6,689-57.7% |
| Admin fee / account holder | $12,040 | $9,754+23.4% | $8,394+43.4% | $13,398-10.1% |