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 | $13,058 | $81,248-83.9% | $155,509-91.6% | $80,856-83.9% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.0pp | 67.6%-10.5pp |
| Annual return | 12.32% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $697 | $3,100-77.5% | $4,672-85.1% | $2,755-74.7% |
| Participant deferral / active EE | $913 | $3,452-73.6% | $5,626-83.8% | $4,296-78.8% |
| Admin fee / account holder | $328 | $7,997-95.9% | $15,912-97.9% | $6,918-95.3% |