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 | $14,812 | $35,183-57.9% | $73,545-79.9% | $70,131-78.9% |
| Participation rate | 42.9% | 42.9%-0.1pp | 54.9%-12.1pp | 69.5%-26.7pp |
| Annual return | 15.02% | 26.90%-11.9pp | -15.16%+30.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $147 | $709-79.2% | $1,219-87.9% | $2,342-93.7% |
| Participant deferral / active EE | $813 | $1,220-33.3% | $1,806-55.0% | $3,332-75.6% |
| Admin fee / account holder | $935 | $2,302-59.4% | $2,320-59.7% | $4,645-79.9% |