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 | $16,819 | $45,073-62.7% | $69,455-75.8% | $72,985-77.0% |
| Participation rate | 56.4% | 68.5%-12.1pp | 74.6%-18.2pp | 69.5%-13.1pp |
| Annual return | 6.25% | 22.65%-16.4pp | 28.97%-22.7pp | 81.00%-74.7pp |
| Employer contribution / active EE | $483 | $2,054-76.5% | $2,779-82.6% | $2,440-80.2% |
| Participant deferral / active EE | $866 | $2,602-66.7% | $3,535-75.5% | $3,607-76.0% |
| Admin fee / account holder | $515 | $3,056-83.1% | $3,839-86.6% | $5,124-89.9% |