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 | $16,622 | $48,570-65.8% | $130,648-87.3% | $72,985-77.2% |
| Participation rate | 34.5% | 58.6%-24.0pp | 71.7%-37.2pp | 69.5%-34.9pp |
| Annual return | 18.92% | 38.63%-19.7pp | 1708.96%-1690.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $312 | $1,334-76.6% | $4,092-92.4% | $2,440-87.2% |
| Participant deferral / active EE | $1,202 | $2,384-49.6% | $3,603-66.6% | $3,607-66.7% |
| Admin fee / account holder | $4,566 | $3,549+28.6% | $5,464-16.4% | $5,124-10.9% |