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 | $12,759 | $60,022-78.7% | $88,946-85.7% | $84,808-85.0% |
| Participation rate | 42.1% | 57.8%-15.7pp | 68.8%-26.7pp | 68.3%-26.2pp |
| Annual return | 16.18% | 22.43%-6.2pp | 57.82%-41.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $690 | $1,703-59.5% | $2,555-73.0% | $2,631-73.8% |
| Participant deferral / active EE | $1,309 | $3,114-57.9% | $4,581-71.4% | $4,212-68.9% |
| Admin fee / account holder | $1,530 | $4,811-68.2% | $8,261-81.5% | $7,344-79.2% |