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 | $11,857 | $35,183-66.3% | $73,545-83.9% | $70,131-83.1% |
| Participation rate | 12.9% | 42.9%-30.0pp | 54.9%-42.0pp | 69.5%-56.6pp |
| Annual return | 18.71% | 26.90%-8.2pp | -15.16%+33.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $344 | $709-51.4% | $1,219-71.7% | $2,342-85.3% |
| Participant deferral / active EE | $518 | $1,220-57.5% | $1,806-71.3% | $3,332-84.5% |
| Admin fee / account holder | $3,030 | $2,302+31.6% | $2,320+30.6% | $4,645-34.8% |