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 | $13,542 | $93,071-85.4% | $74,583-81.8% | $273,961-95.1% |
| Participation rate | 11.1% | 74.9%-63.8pp | 68.1%-57.0pp | 83.0%-71.9pp |
| Annual return | 12.62% | 26.18%-13.6pp | 20.47%-7.8pp | 41.45%-28.8pp |
| Employer contribution / active EE | $519 | $3,160-83.6% | $2,525-79.4% | $4,869-89.3% |
| Participant deferral / active EE | $625 | $4,160-85.0% | $3,458-81.9% | $5,287-88.2% |
| Admin fee / account holder | $4,516 | $5,272-14.3% | $4,138+9.1% | $10,132-55.4% |