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 | $15,200 | $77,634-80.4% | $156,549-90.3% | $62,891-75.8% |
| Participation rate | 46.5% | 71.2%-24.7pp | 84.0%-37.5pp | 69.3%-22.8pp |
| Annual return | 5.92% | 50.32%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $582 | $3,444-83.1% | $5,501-89.4% | $2,281-74.5% |
| Participant deferral / active EE | $861 | $3,045-71.7% | $4,871-82.3% | $3,203-73.1% |
| Admin fee / account holder | $1,310 | $5,561-76.4% | $13,027-89.9% | $4,296-69.5% |