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 | $8,687 | $39,019-77.7% | $80,716-89.2% | $85,850-89.9% |
| Participation rate | 36.4% | 41.5%-5.2pp | 54.2%-17.8pp | 69.3%-33.0pp |
| Annual return | 14.46% | 26.27%-11.8pp | 87.28%-72.8pp | 318.53%-304.1pp |
| Employer contribution / active EE | $813 | $722+12.6% | $1,160-29.9% | $2,565-68.3% |
| Participant deferral / active EE | $1,000 | $1,326-24.6% | $2,146-53.4% | $3,952-74.7% |
| Admin fee / account holder | $2,101 | $2,431-13.6% | $3,380-37.8% | $6,260-66.4% |