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 | $11,557 | $35,183-67.2% | $73,545-84.3% | $70,131-83.5% |
| Participation rate | 16.7% | 42.9%-26.3pp | 54.9%-38.3pp | 69.5%-52.9pp |
| Annual return | 20.99% | 26.90%-5.9pp | -15.16%+36.2pp | 73.14%-52.1pp |
| Employer contribution / active EE | $463 | $709-34.7% | $1,219-62.1% | $2,342-80.3% |
| Participant deferral / active EE | $586 | $1,220-52.0% | $1,806-67.6% | $3,332-82.4% |
| Admin fee / account holder | $1,366 | $2,302-40.7% | $2,320-41.1% | $4,645-70.6% |