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 | $27,706 | $108,172-74.4% | $77,482-64.2% | $158,922-82.6% |
| Participation rate | 21.1% | 64.4%-43.4pp | 54.2%-33.1pp | 82.0%-60.9pp |
| Annual return | 13.37% | 31.67%-18.3pp | 54.79%-41.4pp | 302.83%-289.5pp |
| Employer contribution / active EE | $211 | $1,325-84.1% | $986-78.7% | $4,761-95.6% |
| Participant deferral / active EE | $2,660 | $2,456+8.3% | $1,861+42.9% | $5,982-55.5% |
| Admin fee / account holder | $9,564 | $3,708+158.0% | $2,858+234.7% | $11,246-15.0% |