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 | $18,617 | $32,037-41.9% | $69,182-73.1% | $62,891-70.4% |
| Participation rate | 30.3% | 43.4%-13.1pp | 55.1%-24.8pp | 69.3%-39.0pp |
| Annual return | 6.79% | 15.16%-8.4pp | -21.93%+28.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $371 | $679-45.3% | $1,206-69.2% | $2,281-83.7% |
| Participant deferral / active EE | $1,838 | $1,185+55.0% | $1,897-3.1% | $3,203-42.6% |
| Admin fee / account holder | $2,716 | $2,608+4.1% | $2,697+0.7% | $4,296-36.8% |