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 | $10,248 | $56,317-81.8% | $71,209-85.6% | $74,304-86.2% |
| Participation rate | 47.3% | 55.1%-7.8pp | 73.8%-26.4pp | 60.3%-13.0pp |
| Annual return | 15.76% | 42.83%-27.1pp | 282.51%-266.7pp | 29.43%-13.7pp |
| Employer contribution / active EE | $315 | $2,160-85.4% | $2,721-88.4% | $2,241-85.9% |
| Participant deferral / active EE | $683 | $2,788-75.5% | $4,175-83.6% | $3,767-81.9% |
| Admin fee / account holder | $1,322 | $2,290-42.2% | $5,349-75.3% | $2,969-55.5% |