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 | $10,787 | $41,078-73.7% | $80,569-86.6% | $71,457-84.9% |
| Participation rate | 38.2% | 50.2%-12.0pp | 67.0%-28.8pp | 67.9%-29.7pp |
| Annual return | 16.43% | 38.45%-22.0pp | 935.43%-919.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $243 | $1,506-83.9% | $2,723-91.1% | $2,588-90.6% |
| Participant deferral / active EE | $1,054 | $2,699-61.0% | $4,447-76.3% | $4,289-75.4% |
| Admin fee / account holder | $2,249 | $1,840+22.2% | $5,377-58.2% | $1,587+41.7% |