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 | $12,900 | $39,122-67.0% | $57,179-77.4% | $62,891-79.5% |
| Participation rate | 54.4% | 70.5%-16.1pp | 75.3%-20.9pp | 69.3%-14.9pp |
| Annual return | 15.31% | 9.23%+6.1pp | 14.59%+0.7pp | 20.14%-4.8pp |
| Employer contribution / active EE | $389 | $1,874-79.2% | $2,682-85.5% | $2,281-82.9% |
| Participant deferral / active EE | $1,017 | $2,374-57.2% | $3,096-67.2% | $3,203-68.3% |
| Admin fee / account holder | $982 | $2,592-62.1% | $3,139-68.7% | $4,296-77.1% |