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 | $12,045 | $35,183-65.8% | $73,545-83.6% | $70,131-82.8% |
| Participation rate | 15.9% | 42.9%-27.1pp | 54.9%-39.1pp | 69.5%-53.7pp |
| Annual return | 19.08% | 26.90%-7.8pp | -15.16%+34.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $278 | $709-60.7% | $1,219-77.2% | $2,342-88.1% |
| Participant deferral / active EE | $578 | $1,220-52.6% | $1,806-68.0% | $3,332-82.7% |
| Admin fee / account holder | $554 | $2,302-75.9% | $2,320-76.1% | $4,645-88.1% |