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 | $14,170 | $32,037-55.8% | $69,182-79.5% | $62,891-77.5% |
| Participation rate | 10.8% | 43.4%-32.6pp | 55.1%-44.3pp | 69.3%-58.5pp |
| Annual return | 13.50% | 15.16%-1.7pp | -21.93%+35.4pp | 20.14%-6.6pp |
| Employer contribution / active EE | $248 | $679-63.5% | $1,206-79.5% | $2,281-89.1% |
| Participant deferral / active EE | $900 | $1,185-24.0% | $1,897-52.5% | $3,203-71.9% |
| Admin fee / account holder | $1,366 | $2,608-47.6% | $2,697-49.4% | $4,296-68.2% |