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 | $12,091 | $35,183-65.6% | $73,545-83.6% | $70,131-82.8% |
| Participation rate | 46.9% | 42.9%+4.0pp | 54.9%-8.0pp | 69.5%-22.6pp |
| Annual return | 28.86% | 26.90%+2.0pp | -15.16%+44.0pp | 73.14%-44.3pp |
| Employer contribution / active EE | $771 | $709+8.8% | $1,219-36.8% | $2,342-67.1% |
| Participant deferral / active EE | $1,920 | $1,220+57.4% | $1,806+6.3% | $3,332-42.4% |
| Admin fee / account holder | $573 | $2,302-75.1% | $2,320-75.3% | $4,645-87.7% |