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 | $11,367 | $77,899-85.4% | $149,673-92.4% | $75,163-84.9% |
| Participation rate | 42.4% | 65.6%-23.2pp | 78.8%-36.4pp | 67.2%-24.8pp |
| Annual return | 19.27% | 31.72%-12.5pp | 134.42%-115.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $971 | $3,137-69.0% | $4,818-79.8% | $2,670-63.6% |
| Participant deferral / active EE | $1,513 | $3,411-55.6% | $5,680-73.4% | $4,125-63.3% |
| Admin fee / account holder | $3,261 | $5,956-45.3% | $13,210-75.3% | $5,651-42.3% |